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Hey on another personal note…you might not remember me, we met many many years ago through Fred Sheehy, I️ was one of his Arlington roomies…571-271-5146….got some stuff I️ think would be useful for a friend of his to be aware of…text me.

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Easy peasy, you just put the same security codes in you use to access the websites for your card, or bank….it hiccups sometimes but they have great customer support I️ have found….and for the most part it works great have had issues where it doesn’t categorizes things automatically but easy to edit yourself. Like I said, I’ve been using it religiously for years and it works great for budgets and reporting…and not too expensive. I’m a finance and spreadsheet guy for a living and it’s much easier than maintaining your own, but there are merits with that approach just becomes time consuming!

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Bryan, recommend investing in Microsoft Money, it will download every transaction on every card and account for you automatically, and categorize…..tracked every penny I️ have spent and invested for the past 20 years! I️ realize it’s an expense but it’s a time saver!

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