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My Dashboard
Imagine a place where you can see all your bank, loan, credit card and investment accounts in one place. All your daily transactions are there, whenever you’re there, in real-time. You can see how your money is moving in and out of each account, and how it’s affecting your overall financial health—and your net worth. That’s how the In & Out Dashboard feature can help you keep an eye on all your money and what it’s doing, all in a fraction of the time it took you before.
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My Accounts
One click takes you to the My Accounts page, where you can categorize your transactions to track your spending—even tag your tax deductible items to help make tax preparation easy. Our online financial success coach will give you feedback on how your spending habits affect your financial health scores, and the budgets you establish. But don’t worry, it’s all anonymous—we don’t even need to know your name!

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My Coach
Based on your real financial situation, the In & Out Cash Management System will score you in eight different financial health categories focused on cash health, debt health and spending discipline. Our online video coaching will help you understand your financial health in these eight categories to help you determine savings, debt-elimination and spending goals to keep you striving for financial excellence.
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My To-Do List - Coming Soon
Our custom to-do list feature will help you organize and manage your money in 3 easy steps:
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Categorize your spending
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Pay bills that are due for the upcoming week
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Review your budgets and spending
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My Goals - Coming Soon
Use our goal setting features to establish budgets and spending guidelines, and if you like, we’ll even send you alerts when you’re getting close to your spending limits.
We’ll help you get on track and prepare for the future—whether it’s helping you save more for future goals and unexpected life events, or even the upcoming tax season. In & Out will help you get where you need to be to have financial security and peace of mind.
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My Training Center
In addition to all of the tools that help you organize and track where you spend, you also have our tailored video coaching at your fingertips. It’s tailored because it’s specific to your real financial situation. And it’s also anonymous; it’s like having your own personal financial coach on-demand, 24 hours a day, without the scheduling and invasion of privacy. Our coaching gives you specific steps to help you improve your score in each of the eight financial health categories—and improving these scores will automatically create wealth and lead you to financial security.

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Pay with Purpose - Coming Soon
Hand-in-hand with our tailored coaching is our Pay with Purpose Debt Eliminator. This debt elimination tool gives you a plan of attack to eliminate your debt, in the fastest way possible. You choose your strategy: by outstanding balance or by minimum payment, and we’ll calculate the rest based on the cash you actually have available to pay down your debt!
So now you can look forward to taking the vacation you’ve been dreaming about, going back to school, paying down your debt, buying your dream house or car—whatever the goal, we’ll help you reach it.

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SuccessPreneur Network
We believe in creating opportunities. We also believe in the power of a satisfied customer –and rewarding our customers for their referrals. We even created an entire network for these satisfied, referral-giving customers. It’s called our SuccessPreneur Network. And for customers who join this network and refer a friend, we share the wealth. Even if your referral starts out as a free subscriber, the moment they upgrade to our Premier version, we start paying you residual income! That’s right! Not a one-time payment. We have earmarked up to 70% of our subscription income to ensure you have the opportunity to earn monthly income from every subscription you bring in, and from the growing network you produce. We provide you the opportunity to start your own business offering our products, going beyond helping you manage your money but actually giving you a viable opportunity to create wealth. Visit our Opportunity page for more information. |