Manage Your Finances
|
Standard
|
Deluxe
|
Premium
|
Small Business
|
Balance your checkbook
|
x
|
x
|
x
|
x
|
Schedule & pay bills online1
|
x
|
x
|
x
|
x
|
Download financial statements automatically1
|
x
|
x
|
x
|
x
|
Budget, track spending and view monthly reports
|
x
|
x
|
x
|
x
|
Balance accounts automatically1
|
x
|
x
|
x
|
x
|
Receive Advisor FYI guidance
|
x
|
x
|
x
|
x
|
$160 in Financial Services FREE4
|
|
x
|
x
|
x
|
Manage Your Investments
|
Track your investments
|
x
|
x
|
x
|
x
|
Download brokerage data & stock quotes1
|
x
|
x
|
x
|
x
|
Analyze your portfolio
|
x
|
x
|
x
|
x
|
Create a target asset allocation
|
|
x
|
x
|
x
|
Track equity and index options
|
|
x
|
x
|
x
|
Estimate capital gains scenarios
|
|
x
|
x
|
x
|
Track capital loss carryover
|
|
x
|
x
|
x
|
Take Control of Your Taxes
|
Export to tax preparation software2
|
x
|
x
|
x
|
x
|
Estimate taxes
|
x
|
x
|
x
|
x
|
Find hidden deductions
|
|
x
|
x
|
x
|
Estimate tax withholding
|
|
x
|
x
|
x
|
Planning Tools
|
Debt reduction planner
|
x
|
x
|
x
|
x
|
Frequent flyer mileage tracker
|
x
|
x
|
x
|
x
|
What-if scenarios
|
|
x
|
x
|
x
|
Retirement planning
|
|
x
|
x
|
x
|
Home purchase planning
|
|
x
|
x
|
x
|
Manage Your Small Business Finances
|
Special offer! Manage your small business payroll online3
|
|
|
x
|
|
Automatically categorize taxes for Schedule C
|
|
|
x
|
|
Track receivables and payables
|
|
|
x
|
|
Create, design and customize invoices
|
|
|
x
|
|
Manage customers and vendors
|
|
|
x
|
|
Track and manage inventory
|
|
|
x
|
|
Track your business cash flow
|
|
|
x
|
|
File Your Taxes
|
Import tax data from Money
|
|
|
|
x
|
Prepare tax returns
|
|
|
|
x
|
File electronically
|
|
|
|
x
|
Complete your state tax return, too
|
|
|
|
x
|
Plan for future tax savings
|
|
|
|
x
|
Take Control of Your Legal Affairs
|
Create custom legal documents
|
|
|
|
x
|
Knowledgeable guidance and direction
|
|
|
|
x
|
Prepare your will and living trust
|
|
|
|
x
|