Most people find that managing their money can be difficult, which is where the Finances topic comes in. 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. You can 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. This topic 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 and more. The result is the capacity for better money management.
This topic is included in LifeTopix and is available as an in-app-purchase in My.Agenda and Pro.Inbox.
Tasks + Projects: associate tasks with financial services and service providers
Shopping + Gifts: manage all associated shopping for products, stores, and shopping lists
Events + Appointments: associate expenses with appointments in the Events + Appointments topic; associate appointments with banks, financial assets, or financial projects
Travel + Places: directly manage expenses for trips, visitors, and payments and expenses for travel services
Health + Goals: associate expenses with goals, health services, and heath projects
People + Services: associate financial services and providers, such as banks
Home + Assets: associate payments and expenses with home services, and expenses with assets
Education: create expenses for education projects, subjects, and notes
Notes + Files, Lists: directly create and associate notes and checklists with banks, and attach and associate files with banks; associate checklists and files with charitable donations
Media: easily manage all associated media, such as photos, video clips, and audio clips
Bookmarks + Lockers: create bookmarks for banks, donations, financial assets and financial notes
My Calendar: complete daily agenda, month/list views: all date relevant items in one place, including bill payments and expenses