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What is a Daily Money Manager?

Two individuals sitting at a desk. A male is pointing a pen at a piece of paper

A daily money manager is a person, or in our case, a full team that manages your day-to-day finances. This includes paying bills, tracking cash flow, organizing records and providing reports. Your daily money manager: Pays your bills regularly on time. Tracks where your money is coming from and where it is going. Creates budgets…

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