by CI Staff
XeCheck is a powerful personal financial management software that is able to download bank transactions from over 6,000 U.S. and international banks, credit unions and credit cards. It will take some time to familiarize yourself with the wealth of features offered by this program, but getting started is very simple.
After opening the program, XeCheck will ask you to provide your name and email address, both of which are required. You are also able to password protect your file, which is highly recommended. The next step is to set up your main account, which for most investors is their banking or main investment account. A list of financial institutions is provided, and you are able to select your bank from the list. For certain major banks, such as Chase, and major brokerages, such as Charles Schwab, you can enter your login information for the bank or brokerage, and the program will automatically download your financial information.
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