Fidelity Full View
Connects your banks, investment tracking.
Free (Only to Fidelity customers.)r/fidelityinvestmentswww.fidelity.com/cash-management/full-view/overview
Feature record
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23 of 60 recorded
Cost
2 of 3- Lifetime purchase
- ?
Connections
2 of 7- Connectors
- eMoney
- Refresh more than daily
- ?
- Manual accounts
- ?
- Countries
- ?
- Multi-currency
- ?
- Crypto and digital assets
- ?
Transactions
5 of 12- Edit transactions
- Yes
- Create manual transactions
- ?
- Rules engine
- Yes
- Mass edit
- No
- Split transactions
- ?
- History import
- No
- Length of history
- ?
- Export
- Yes
- Import formats
- ?
- Nested categories
- ?
- Tags
- ?
- Receipt attachments
- ?
Planning
3 of 9- Envelope budgeting
- ?
- Rollover budgeting
- ?
- Recurring transactions
- ?
- Bills
- No
- Goal tracking
- Yes
- Debt payoff planning
- ?
- Cash-flow forecasting
- ?
- Cancel subscriptions
- ?
Wealth
3 of 5Nothing recorded yet — 1 group, 4 attributes
Checked against the vendor’s own pages on 2026-09-04; 9 attributes carry the source they came from. Every “?” is a link — one field, no account.
Price history · cheapest recurring plan
- 2026-09-02
- First recorded at Free
Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 26 live listings that charge one.