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- UNest: Investing for Your Kids Vs. Finmatex: Budgeting & savings
UNest: Investing for Your Kids 與 Finmatex: Budgeting & savings 使用情況與統計
Imagine a brighter future for your kids, then take the first step in building it with UNest. Make bi-weekly or monthly contributions to your child's account and earn money from the brands you love when you shop.
UNest makes it easy to build a solid financial foundation. With a custodial account, smart investing tools, and a variety of options, we help you manage your family finances effortlessly.
A UTMA is the basis of every UNest account. This allows the funds you save to grow tax-free for the benefit of your child. In addition, the funds you've invested can be withdrawn and used for any child-related expenses without penalty.*
With our relentless dedication to building a safe and secure investment app, you can rest easy and focus on what's truly important to your family with UNest.
UNEST BENEFITS:
● INVEST
Make recurring contributions, track your investment growth, and choose from a simple selection of investment options.
● REWARDS
Stash more cash right into your child’s account simply by shopping at the brands you love. Earn rewards & discounts when you purchase products from within the UNest app.
● SECURE
Invest safely thanks to our industry-leading, bank-level encryption that helps keep your financial data secure.
● FLEXIBLE
Life getting in the way? No worries. Make free withdrawals for child-related emergencies* or use funds for any child-related costs such as college tuition or a down payment.
● LOW COST
$4.99/month or $39.99 for an annual membership. Depending on your tax situation, your account may enjoy tax benefits.
Download UNest and start building your child’s financial future today! If you have any questions, don’t hesitate to reach out at support@unest.co
* Funds may be subject to capital gains tax
DISCLOSURES
INVESTING INVOLVES RISK. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS
Any and all offers related to cryptocurrency are made by UNest Crypto, LLC. This is not an offer to buy or sell any securities or invest in any particular strategy. This offer is not affiliated with UNest Advisors, LLC or UNest Securities, LLC.
Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance. Crypto Investing involves significant risk, including but not limited to market swings, and flash crashes. Cryptocurrency markets and exchanges are not regulated with the same controls and protections as equity trading. UNest Crypto accounts are not UTMA/UGMA’s. They are individual accounts in your name and are treated as such for tax, reporting, and legal purposes.
Other investment charges may apply. Please refer to the Program Description for more details: https://unest.co/iaa
Please refer to the UNest Terms for more details: https://www.unest.co/terms
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ALL YOUR FINANCES IN ONE APP
Take control of your finances with Finmatex, the free app that consolidates all your financial accounts into one place. Whether it's cash, checking, loans, or investments, effortlessly track every transaction. Say goodbye to complex spreadsheets and hello to a clear financial overview. Try Finmatex free of charge for 7 days and take the first step towards mastering your finances today.
KEEP TRACK OF CASH EXPENSES
With Finmatex, managing your finances is seamless. View your cash balance, manually create transactions, add notes, or even attach photos—never lose sight of your money! Finmatex also allows you to create virtual accounts that simulate real bank transactions. This is ideal for those who prefer to keep their real bank accounts private. Whether you’re managing real or virtual accounts, Finmatex offers a straightforward and flexible way to stay on top of your finances.
BUDGET PLANNER AND EXPENSE TRACKER
Finmatex makes budgeting a personalized experience. Customize your financial categories using our flexible templates tailored to your needs. Create budgets for a week, month, or year, and set financial goals within these budgets. Plan ahead easily as Finmatex automatically adjusts budget controls, saving you time on analysis. You’re in control of your finances today, tomorrow, and beyond.
SIMPLIFIED EXPENSE TRACKING
Automatically categorize all your transactions with Finmatex, saving you valuable time. Get a clear view of your subscriptions and regular payments, and easily manage recurring expenses. Manually add recurring transactions, split transactions, or change categories to fit your needs. Finmatex ensures all your finances are tracked accurately.
SHOPPING LIST FEATURE
The new Shopping List feature lets you organize your expenses by creating shopping lists for a day, week, or month. Track one-time purchases for the selected period, making it easier to manage your spending efficiently.
STICK TO YOUR BUDGET
Finmatex keeps you informed with notifications when you’re nearing your budget limit. If necessary, reallocate funds across different categories to stay on track with your financial plan.
SET AND ACHIEVE YOUR FINANCIAL GOALS
Define your financial goals in Finmatex by setting a name, target amount, and end date. Link multiple bank or investment accounts to your goal and allocate specific sums to ensure you stay on track. Finmatex’s intuitive interface helps you visualize and plan your goals within your budget, while monitoring your progress along the way.
CREDIT MANAGEMENT WIDGET
Gain full visibility and control over your credit obligations with Finmatex’s Credit Management Widget. Connect your bank accounts for automatic credit tracking or manually input your accounts to seamlessly integrate them into your budget. Make smarter financial decisions and reduce financial stress with this powerful tool.
INSURANCE MANAGEMENT WIDGET
Manage your insurance expenses effortlessly with Finmatex. This tool integrates smoothly with the Home and Budget widgets, allowing you to track insurance payments automatically when you connect your bank accounts. Alternatively, add them manually to ensure you never miss a payment and always stay informed.
SECURED DATA
Your data security is our top priority:
All data is encrypted with 256-bit SSL, like banking data.
We adhere to privacy and security standards such as ISO 27001 and SOC 2.
Sign in to the app using fingerprint, PIN, or pattern lock.
WE NEVER SELL YOUR DATA
We’ll show you how to manage your finances. We’ll be your financial mate.
The standard Apple EULA applies to our app: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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UNest: Investing for Your Kids與 Finmatex: Budgeting & savings 比較排名
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UNest: Investing for Your Kids VS.
Finmatex: Budgeting & savings
12月 9, 2024