Imports all your bank transactions safely and automatically?? including those from loan?? investment & retirement accounts.  No need to jot it all down or save receipts</br>Categorizes all your transactions and puts them in one place.  Know how much you're spending without jumping from website to website to add it all up</br>Puts your money to work.  Creates a plan to pay off your debt or save for college or down payment</br>Power to help optimize your portfolio. Analyzes your portfolio by asset allocations?? geographies?? sectors & more.  Shows your risk & return and investment performance over time relative to the market.</br>Minimizes taxes on your investments.  Helps you get maximum tax benefits and prepares easy reports for tax time</br></br>Product Description</br></br>Maximize your investments</br><br/>http://www.amazon.com/gp/product/B01K4RAA1C