| Basic Checkbook and Budgeting Tools |
|
| Balance checkbook |
X |
X |
X |
| Print checks and pay bills online |
X |
X |
X |
| Automatically categorize expenses |
X |
X |
X |
| Track checking, savings, and credit card accounts |
X |
X |
X |
| Download bank and credit card information |
X |
X |
X |
| Create and manage budgets |
X |
X |
X |
| Receive proactive bill reminders |
X |
X |
X |
| Create charts and graphs |
|
X |
X |
| Investment Management Tools |
|
| Analyze investment portfolios and create performance reports |
|
X |
X |
| Download brokerage data |
|
X |
X |
| Generate Schedule A, B, and D reports |
|
X |
X |
| Download and track 401(k) and IRA data |
|
X |
X |
| Optimize and track asset allocation |
|
X |
X |
| Estimate capital gains and losses |
|
X |
X |
| Track stock options |
|
X |
X |
| Step-by-step investment tutorials |
|
X |
X |
| Tax and Financial Planning Tools |
|
| Transfer data to TurboTax |
X |
X |
X |
| Estimate tax withholdings |
|
X |
X |
| Find hidden tax deductions |
X |
X |
X |
| Forecast taxes through the year |
|
X |
X |
| Debt reduction and savings planner |
|
X |
X |
| Retirement, college, and home purchase planners |
|
X |
X |
| Store statements, checks, and other records electronically |
|
X |
X |
| Advanced Business Mangement Tools |
|
| Create customizable estimates and invoices |
|
X |
| Generate business reports and graphs |
|
X |
| Track Schedule C items, including vehicle miles |
|
X |
| Track multiple jobs per client |
|
X |
| Monitor unpaid invoices (receivables) |
|
X |
| Track accounts payable and reimbursables |
|
X |
| Synchronize with Palm, ACT!, and Outlook |
|
X |
| Create a mini business plan |
|
X |
