How do I get rid of duplicate accounts?
Click on one of the accounts that has been duplicated. Click on the three dots on the top right hand corner of account. Click Delete Account.
How do I hide/exclude an account?
Click the Manage Institutions icon or “Add an Account.” Select the account and institution you wish to exclude from the list on the left. Select Exclude Account from options. Click “Exclude” to confirm that you wish to exclude the account.
How do I rename my account?
Click on the account you would like to rename. Click DETAILS (can be found under Account Name). In the Account Name field you can change the name of the Account.
How do I add an outside account to Money Management?
Inside Money Management click the Add an Account button on the left hand side of the screen. Search for the financial institution by its name or URL. Select the institution from the list and enter the requested login credentials. **Note: Some financial institutions will require you to complete their Multi-Factor Authentication (MFA) process to pull the account details into Money Management.
What if my outside account is not in the list of financial institutions?
Click “Add a Manual Account” at the bottom center of the Manage Institutions window to create a manual account. Enter the current balance of the account or the value of the asset. You will need to update this figure manually. Select the account type (e.g., Cash, Property, Credit Card, etc.). Add any additional details requested on the account. Click “Save It” to complete the process.
How do I categorize my transactions?
Transactions will be automatically categorized when they are pulled into Money Management, to change a category simply click on the Category for the transaction you would like to change and select the category that you would like this and future transactions to fall into.
How do I split a transaction?
Splitting a transaction is easy and allows you more control on categorizing your spending habits. Click on Transactions from the Money Management Navigation Bar. Select the transaction you would like to split. Click on the “…” button on the top right to view additional options. Click Split. Enter the amount, category, tags and flags for each line of the split. Click Save to confirm your changes.
How do I exclude a transaction?
Click on the transaction to open the “Transaction Details” window. Click the “•••” button on the top right to view additional options. Click “Exclude”. Click “Exclude” to confirm.
How do I delete a transaction?
Click on the transaction to open the detail view. Click the “•••” button to view additional options. Click on “Delete”. Click “Delete” to confirm.
How do I add a Manual Transaction?
Click on “+ Add” icon on top right, just below the navigation bar. Enter all details of your transaction, including the following: amount, payee, date, category, account, type, and any relevant tags or memos. Click “Save.”
How do I search for a specific transaction?
You can sort your transactions by date, payee, category, account or amount by clicking on the column heading. You can also search by any of these fields by clicking on the magnifying glass and entering your search term in the search bar that appears.
What are the Pending transactions in my Transaction list?
Pending transactions are transactions that have not yet cleared/posted to your account. These may take 24-48 hours to post on your account based on the Merchant.