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  • 360 Performance Savings Account / Capital One

    • Fee-free online savings account earning a competitive interest rate with no minimums
    • Direct deposit or deposit checks using mobile app or visit a branch
    • Create an automatic savings plan with scheduled transfers on payday or any day
    • Connect your savings account with an external checking account
    • Open up to 25 separate savings accounts
  • Multiple Savings Goals with Rules-Based Triggers / Qapital Goals

    • Intelligent banking app that automatically saves money towards Goals based on your savings Rules and activity triggers.
    • Savings Goals are for goals you want to achieve in the near future
    • Set multiple specific savings goals accessible under one account
    • Automate savings with recurring transfers and save using IFTTT Rules
    • 3 membership tiers starting at $3 per month
  • 360 Money Market / Capital One

    • A high-yield, fee-free online bank account that helps you save for balances over $10,000
    • No monthly fees to open or keep account
    • Deposit check on mobile, use electronic transfers or visit a branch
    • Utilize automatic savings plans with direct deposits or scheduled transfers
    • Connect your money market account with other 360 accounts or another financial institution
  • Digit Save Money Automatically with AI

    • Digit analyzes your spending and automatically saves the perfect amount every day.
    • Algorithms learn how you spend and know when to save or take a break.
    • Share what you’re saving for and AI creates a budget for your next vacation, pay off credit cards, or put money away for a rainy day.
    • Get 30 days Digit free then just $5/month.
  • Personal Capital / Budgeting and Money Management

    • Personal Capital budget app is a personal finance management tool allowing you to connect external financial accounts for a comprehensive view of your money in one place.
    • Creates summaries of your spending, net worth, and investment portfolio.
    • Free service with no upgrade or purchase requirements.
  • Mint Budget Tracker and Planner

    Brand:Intuit
    • Mint is a free budgeting and financial tracking app helping you see your overall financial picture and make better decisions.
    • See everything in one place – from balances and bills to your credit score and more.
    • Automatically updates and categorizes your information from your bank accounts and credit cards to retirement accounts and more.
    • Get product recommendations that could help save you the most based on your lifestyle and goals.
  • Blooom / 401(k) and IRA Analysis and Optimization

    Brand:Blooom
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    • Blooom helps you optimize and manage your employer-sponsored retirement plans no matter where you work or where the plan is held.
    • Analysis of 401k, 403b, and IRAs for performance insights, asset allocation, and fund fees.
  • Simple Bank / Protected Goals Account

    • An interest-bearing checking account and debit card built to help you save

    Simple Bank has been acquired by BBVA.

    Looking for a new checking account? Learn about Chime.

  • You Need A Budget (YNAB) Zero-Based Budgeting

    • YNAB is zero-based budgeting and will help you break the paycheck to paycheck cycle, get out of debt, and save more money.
    • Rule No. 1 of You Need a Budget tool is to “give every dollar a job.”
    • On average, new users save $600 in the first two months and more than $6,000 in the first year. Try it free for 30 days.
  • Goodbudget Digital Envelope Budgeting System

    • Goodbudget is a budget tracker that digitizes the envelope budgeting method.
    • Set a dollar amount that goes towards things like your home payment, auto loan, groceries, and more.
    • Free version with upgrade available.
  • PocketGuard for Simple Budgets to Track Spending Set Goals

    • PocketGuard is a free personal finance tool to help you track your spending, create a budget, set goals to save and invest more, and lower your expenses.
    • Monitor for potentially unwanted and unauthorized charges like hidden fees, billing errors, forgotten subscriptions, scams, and fraud.
    • Browse other financial products to see if there are ways to save on your mortgage payments, insurance, or other loans.

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