Money inReach
Money in Reach Plus · Dashboard

Your money, with a next step.

Start with this month’s direction and anything that needs attention. Open the detailed views only when you need them.

No financial data loaded Plan status: Checking…

Income$0Received or stated
Spent$0Posted this month
Net cash flow$0Income minus activity
Savings rate0%Current cash-flow margin
Needs attention

What to review next

A short queue based on the information currently available.

Available$0After posted and pending
Pending$0Not fully posted
Budgeted$0Across planned categories
Debt balances$0Connected credit and loans
Budget

Categories tied to transactions

Adjust a monthly amount or select a category to filter transactions.

Transactions

Recent transactions

0 transactions
Accounts

Connected accounts

No account connected yet.
Income profile

Monthly after-tax income

Upcoming and recurring

Recurring activity

No recurring patterns yet.
Money in Reach Plus

Connect accounts with Plus

Sign in and activate Plus to connect an eligible financial institution securely through Plaid.

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