Manage Your Finances with Confidence

The Account feature allows you to manage your financial accounts in one place, offering easy access to all your banking, credit card, and savings information.

Key Features

Linked Accounts

Easily link all your financial accounts including credit cards.

Account Balances

View real-time balances across all linked accounts.

Transaction History

Access the history of transactions for each linked account.

Account Categorization

Categorize your accounts by type, such as checking or savings.

Account Insights

Receive personalized insights based on your account activity.

Secure Login

Secure access with multi-factor authentication protection.

The Benefits of Centralized Accounts

Effortlessly link and manage multiple accounts in one centralized location.

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Convenience

View all accounts without switching platforms.

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Secure Management

Maintain confidence with robust security features.

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Transparency

Stay informed with detailed transaction logs.

Frequently Asked Questions

How do I link my accounts to the software?

You can link your accounts by securely entering your banking login credentials within the settings section.

Can I link multiple credit cards or bank accounts?

Yes, you can link as many accounts as needed to get a complete view of your finances.

Is my financial data safe with Pearson Software?

Yes, we use industry-leading encryption and security protocols to keep your financial data protected.