Folio
Manual Transactions
Personalized account management down to the penny
Add the cash stash under your mattress or Grandpa’s stamp collection to your net worth with ease.
Your financial picture just got more detailed.
Click through to see how to add manual accounts and transactions with ease.
Choose from six types of manual accounts to add to your Folio.
Add physical assets like real estate or vehicles.
Add manual transactions to your manual accounts to keep track of debits and credits.
Need to brush up on your financial vocabulary?
50/30/20 budget
401(k)
403(b)
457 Plan
529 Plan
1040 Form
AAMS (Accredited Asset Management Specialist)
Above-the-Line Deduction
Account Number
Accumulation Phase
ACH Transfer
Adjustable-Rate Mortgage
AFC (Accredited Financial Counselor)
AIF (Accredited Investment Fiduciary)
Amortization
Annual Percentage Rate (APR)
Asset Allocation
ATM Fee
Avalanche Method
Balance Transfer
Bear Market
Beneficiary
Bond
Bougie / Boujee
Brokerage Account
Budget
Capital Gains
Capital Gains Tax
Cash Flow
Cash Stuffing
Catch-Up Contribution
Certificate of Deposit
Certified Financial Education Instructor
Certified Financial Planner
Certified Public Accountant
Charge-off
Chartered Alternative Investment Analyst
Chartered Financial Analyst
Chartered Financial Consultant
Checking Account
CIC (Chartered Investment Counselor)
CIMA (Certified Investment Management Analyst)
Claim
Closing Costs
CLU (Chartered Life Underwriter)
COBRA
Collateral
Compound Interest
Conventional Loan
Cost-Benefit Analysis
Coverage Limit
Credit Bureau
Credit Limit
Credit Report
Credit Score
Credit Utilization
CRPC (Chartered Retirement Planning Counselor)
CRPS (Chartered Retirement Plans Specialist)
Debt Consolidation
Debt Consolidation Loan
Debt-to-Income Ratio (DTI)
Deductible
Default
Deposit Account
DINK
Direct Deposit
Discretionary Income
Diversification
Dividend
Doom Spending
Drip
Emergency Fund
Enrolled Agent
Equity
Escrow Account
Estate Planning
Exchange-Traded Fund (ETF)
FICO Score
Fiduciary
Financial Independence
Financial Risk Manager
Fixed Expense
Full Retirement Age (FRA)
Girl Math
Grace Period
Gross Income
Growth Stock
Guap
Guarantor
Hard Inquiry
Health Savings Account (HSA)
Hedge Fund
High Yield Savings Account
Holding Period
Home Equity Line of Credit (HELOC)
Homeowners Insurance
IAR (Investment Advisor Representative)
Index Fund
Individual Retirement Account (IRA)
Inflation
Insurance Agent
Insurance Broker
Interest Rate
Investment Portfolio
Itemized Deduction
ITIN (Individual Taxpayer Identification Number)
Job-Based Retirement Plan
Joint Account
Junk Bond
Junk Bond Fund
Keogh Plan
Key Man or Woman Insurance
Kiddie Tax
KIPPERS (Kids in Parents' Pockets Eroding Retirement Savings)
Kiting
Liability
Lifestyle Inflation
Liquidity
Loan Origination Fee
Loan-to-Value Ratio (LTV)
Long-Term Care Insurance
Long-Term Investment
Loud Budgeting
Margin Account
Maximum-Out-of-Pocket
Medicaid
Medicare
Minimum Payment
Mobile Banking
Modified Adjusted Gross Income (MAGI)
Money Market Account
Mutual Fund
Nominal Interest Rate
Non-Performing Loan
Online Banking
Operating Expenses
Opportunity Cost
Option
Overdraft
Overdraft Protection
Payment History
PFS (Personal Financial Specialist)
Policyholder
Portfolio Diversification
Prepayment Penalty
Primary Insurance Amount (PIA)
Principal
Private Mortgage Insurance (PMI)
Profit Margin
Property Tax
Pumpkin Spice Latte
Qualified Overtime Income
Qualified Retirement Plan
Quantitative Analysis
Refinancing
Retirement Savings Plan
Return on Investment (ROI)
Revenue
RFC (Registered Financial Consultant)
RIA (Registered Investment Advisor)
RICP (Retirement Income Certified Professional)
Risk Management
Rollover
Roth IRA
Routing Number
Savings Account
Secure the Bag
Secured Loan
Self-Insurance
SEP-IRA
Short-Term Investment
SIMPLE IRA
SINK (Single Income No Kids)
Sinking Fund
Snowball Method
Social Security
Soft Inquiry
Specified Service Trade or Business (SSTB)
Spending Creep
Standard Deduction
Stocks
Stop Payment
Take-Home Pay
Target Date Fund
Tax Deduction
Total Return
Traditional IRA
Transaction Fee
Treasury Bonds
Underwriting
Unsecured Loan
USDA Loan
Utility Bill
VA Loan
Value Investing
Variable Interest Rate
Venture Capital
Vesting
Volatility
W-2
Warrant
Wealth Management
Whole Life Insurance
Wire Transfer
Withdrawal
WMCP (Wealth Management Certified Professional)
X-Brokerage
X-Linked Investment
X-Rate
XIRR (Extended Internal Rate of Return)
Year-to-Date (YTD)
Yield
Yield Curve
Young Investor
Zenith Point
Zero-Based Budgeting
Zero-Coupon Bond
Zoning
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable
on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable
on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable on the Fruition mobile app. The promo code may expire or be deactivated at any time.