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  • Monitor cash flow: Understand where your money is coming from and where it’s going.

  • Simplify budgeting: Set realistic budgets based on accurate, up-to-date account data.

  • Plan for the future: Make informed decisions about savings, investments, and debt repayment.

  • Avoid surprises: Stay on top of bills, loan payments, and upcoming expenses.

  • Streamline Improve tax preparation: Easily categorize Categorize transactions and generate reports for tax purposes.

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