Finance

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Finance

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Cards

Accounts

Transfer

Forecast

Activity

Tools

finance.

Net Worth

—

Credit Cards

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Add

Accounts

Transfer Funds

From

To

Amount

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Direction

Contribute

Distribute

Roth or Traditional

Roth

Traditional

Tax Year

Fund From (optional)

Into Account

Amount

Date (optional)

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Direction

Contribute

Distribute

Roth or Traditional

Roth

Traditional

Tax Year

From Account

Into Account

Amount

Date (optional)

Employer contribution — no funds deducted from your accounts.

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Recent Transfers

Forecast

Bills Income

Activity

Tools

Snapshot

Save balances

Scan Gmail

Find statements

Calendar

Sync events

Auto-Snap

Configure

Retirement Contributions

Net Worth History