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The budgeting features are limitedbut the retirement planning and goal-setting tools are outstanding.
Pros
Cons
What is Fidelity Full View?
Key Features
Fidelity Full View offers tracking and reporting from all of your financial accounts.
Budgeting
Full View offers a simplebudgetingtool.
you could input your expected annual income and Full View will come up with an estimated budget for you.
you’re free to then tweak the budget to fit your needs.
If you connect your spending accountsthe budget will automatically update as you spendso you could keep on track.
This gives you a clean snapshot of your holdings between multiple accounts with multiple providers.
Goals
Fidelity Full View goals are well-designed and easy to set up.
This is helpful for planning how to pay off your debts to save the most interest over time.
Theres even a tool to show how paying extra per month can impact your debt payoff amount and timeline.
Plus the goal-setting tools are intuitive and super helpful in tracking your progress toward financial goals.
Empower stands out for its comprehensive financial planning tools, including a retirement planning tool and fee analyzer.
Overall, this app may even be better than Fidelity Full View.
But it has more budgeting features, including:
Plus the spending reports are more comprehensive.
This could be a brokerage, retirement, or other account.
FAQ
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