Bank Sync Features

Bank Sync

Automate & Simplify Your Finances!

Stay seamlessly updated with real-time bank data and automatic transaction tracking—no manual input required!

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Connect Your Bank Accounts

Securely sync all your family’s bank accounts.

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Auto Sync Transactions (Up to 24 Months)

No more manual tracking!

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Automatic Account Balance Updates

Always know where your money stands.

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Smart Transaction Categorization

Transactions are auto-classified for easy tracking.

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Custom Category Mapping Rules

Set your own rules for better financial insights.

💡 Effortless banking integration means less work for you—focus on managing, not manual entry!