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Base Features |
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| Connect to
thousands of banks, credit unions, and investment brokers3 |
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| Easy step by step setup
wizards |
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| Supports over 1000+ foreign
bank and brokerages |
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Track your spending |
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| Download account
statements |
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| Create and manage budgets |
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| Credit Center |
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| Track home inventory |
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| Pay
Bills |
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| Schedule, monitor and pay
bills |
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| Pay bills online
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| Write or print checks |
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| Many ways to view your
finances |
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| Reports, charts and graphs |
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| Automatically categorize
transactions |
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| Advanced account registers |
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Tax preparation made easy |
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| Transfer data to TaxCut®,
TurboTax®, and TaxAct® |
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| Export Schedule A, B & D tax
data |
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| Loan Calculator |
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| Tax Line manager |
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| Manage your investments |
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| Download
investment transactions |
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| Generate
Investment Reports |
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| Analyze your investment
portfolio |
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| Compare investments to market
index |
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| Generate Schedule
A, B and D tax reports. |
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| Portfolio analysis |
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| Manage rental property |
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| Organize
deductions by Schedule E categories. |
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| Rental property
income/expense tracking/Schedule E |
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