This topic is included in LifeTopix and is available as an in-app-purchase in My.Agenda.
Most people find that managing their money can be very difficult, which is why we created the Finances topic. It lets you track all the accounts for all your financial institutions — checking, savings and money market accounts; credit and debit cards; CD’s, etc. It lets you record the recurring bill payments for all the services you utilize and the one-time payments you make to others, and can show you all of these payments in a timeline view. With the Finances topic, you can also create Service Payment Templates for billing purposes — keeping track of the recipient, type of service, amount, and payment type. It lets you track expenses and has touchpoints into other topics so that you can view or edit, for example, your charitable donations, your investments, or your financial research, online services, etc.. The result is the capacity for better money management.
Bring clarity to your financial situation with the Finances topic.
|Tasks + Projects: Associate tasks with financial services and service providers|
|People + Services: Services, Service Providers: associate financial services and providers like banks|
|Media: Photos, video clips, audio clips: easily manage all associated media|
|Shopping: Products, stores, shopping lists: manage all associated shopping|
|Notes + Files: Notes, device/online files: directly associate and create notes, and attach and associate files|
|My Calendar: Complete daily agenda, month/list views: all date relevant item in once place, including bill payments, expenses|