Activity Insights
in Stifel Wealth Tracker
Managing your finances just got a whole lot easier.
Managing your finances just got a whole lot easier.
View all transactions across your accounts – trades, deposits, withdrawals, dividend payments, and more. The Categories and Analysis pages organize activity by category and merchants, making it easy to track cash flow and spending patterns over time. The more accounts you add, the better the analysis.
New merchants will be automatically categorized to keep your spending transparent. View merchant logos and transaction details.
Recurring payments will automatically group to show you what you are spending your money on daily, weekly, monthly, and quarterly. Stay in control of what subscriptions you want to keep, and which ones are no longer needed... and may have dropped off your radar.
Delve Deeper with the 12-month spending and savings chart. This chart will separate discretionary and non-discretionary spending. Non-Discretionary expenses total all fundamental living expenses you can’t avoid, such as utilities, groceries, housing, healthcare, transportation, and taxes. Discretionary expenses total all non-essential expenses, such as entertainment, subscriptions, travel, restaurants, and gym memberships. The sums of your spending will be used to determine savings estimates.
Access from the main navigation. The Manage accounts page allows you to view, link, add, and edit accounts from outside institutions or that are added manually.
Select Link an Outside Account then Get Started to connect an institution utilizing Plaid. Plaid allows you to log into your outside accounts through a secure integrated portal.
From the Manage Accounts page select View Linked Account Connections. These accounts will provide activity to your overall Wealth Tracker account seen on the Home page.
Set aside time each week or month to review and confirm categorization of your spending activity.
You can efficiently manage and categorize Merchants according to your preferences. On the home page, select Activity on the top navigation. When viewing All Activity, you can utilize the filter feature to locate specific Merchants or browse the page.
If you wish to categorize a particular Merchant differently, follow the below steps:
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