If you’re being taken back to the beginning of the captcha test/I am not a robot test, or you’re unable to edit your connected banks’ settings, you may need to clear your browser’s cookies and cache using the steps here. In the meantime, you can always use the Import from a file option to manually add in your bank accounts’ Expenses with a CSV file. The more people request the same bank to be added, the greater the chance of the bank being added. You can submit a request to have your bank added by filling out this survey below. If your bank is not listed on the list of available banks to connect, it may not be available for connecting. Looking to connect a bank first? Check out the steps here. You can find useful steps for checking on your connections below. Once you have your Bank Connections added using Yodlee, maintaining them is important to ensure your Expenses continue to import smoothly. View All How Do I Troubleshoot a Bank Connection With Yodlee? These notifications can be for anything from messages from teammates, reporting managers, or work updates.Expenses & Bank Connections Bank Connections
Alerts Alerts are actionable and content-rich push notifications sent by the collaboration software.
Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget.Multi-Currency Multi-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.
Reports Comes with reporting capabilities and features custom pre-built reports.Payment Gateway Facilitates payments for bills, membership, donation, etc.Bills Management Facility to add manage purchase bills and get reminded if bills are due.Budgeting Prepares a plan to spend your money by balancing income and expenses.Expense Groups Allows to categorize or group the transactions with common attributes.Financial Dashboard All in one dashboard that presents the financial performance.Spend Tracker Tracks expense and spend patterns to make your finances manageable.Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report.Transaction History Allows to verify or check all your historical transactions anytime.Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.Loan Management Keeps track all your debts, loans, interests and incorporate in your budget.Investment Monitoring Monitors the performance of savings and investments.Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.
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The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner.
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The highly immersive reports can be transformed into PDF or taken as printouts as well. Multiple customized reports offered by Banktivity, ensures greater financial mapping. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Thus making it easier for users to set goals and achieve them in real-time. Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way.
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