33 / 40
33
EnCompass Finance Management
In the Services menu, select
EnCompass Finance Management
.
1 | The
Budget
feature allows you to establish
Spending Targets
, track your spending
behaviors and setup alerts to notify you.
2 | The
Cashflow
feature allows you to enter
Income
and
Bills
onto a calendar to allow
you to manage your monthly cash flow.
3 | The
Goals
feature allows you to define your financial goals and track your performance
as you work towards reaching those goals.
4 | The
Net Worth
feature tracks your assets and debts to give you a visualization of your
personal net worth.
5 | The
Alerts
feature allows you to get notifications on account balances, budget
statuses, and more.
6 | The
Add/Update
feature aggregation, which allows you to add accounts from other
financial institutions.
EnCompass Finance Management is a financial management application
designed to allow users to manage financial accounts including checking,
savings, credit cards, loans and investments attached to multiple financial
institutions all in the convenience of one safe and secure online site.