Spending allows you to keep track of your spending by category in a chosen timeframe.
Budget guides you through taking control of your money. Create a budget manually or view an auto-generated budget based on your recent spending.
Trends categorizes your spending and displays how your money has been spent in the past three, six or nine months.
Cash Flow lets you see your income and expenses on a given day, including future predictions. This provides helpful information to know if you’re thinking of making a big purchase.
Net Worth takes into account the value of what’s in your checking and savings accounts paired with how much you may owe on loans or a mortgage.
Debts lists any loans that you’ve connected with the Midwest Heritage platform and allows you to enter the interest rate and your monthly payment to create an estimated payoff date.
To get a full picture of your finances, take advantage of the “Link Account” feature. This allows you to connect any outside bank accounts, loans, mortgages or credit cards so that all your accounts can be viewed in one place.