Finance

FINANCE v3.7

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Finance v3.7

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finance.

Net Worth

—

Credit Cards

Undo

Add

Accounts

Transfer Funds

From

To

Amount

Exceeds available balance

Notes

Undo

Direction

Contribute

Distribute

Roth or Traditional

Roth

Traditional

Tax Year

Fund From (optional)

Into Account

Amount

Date

Undo

Direction

Contribute

Distribute

Roth or Traditional

Roth

Traditional

Tax Year

From Account

Into Account

Amount

Date

Employer contribution — no funds deducted from your accounts.

Undo

Recent Transfers

Forecast

Bills Income

Activity

Tools

Snapshot

Save balances

Auto-Snap

Configure

Retirement Contributions

Net Worth History

Cards

Accounts

Transfer

Forecast

Activity

Tools

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