Adding and Organizing Accounts in Your Money Manager Dashboard (1:28)


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Video Summary


Money Manager makes it easy to see all of your financial activity in one, convenient place. Use your personal dashboard to sync all of your checking, savings, credit card, loan, and investment accounts. Add as many accounts as you’d like—even those at other financial institutions—to get a clear picture of your finances and better understand where your money is going.

Video Transcript

00:00:00 - 00:00:27

How to Sync Accounts

If you want one place to sync all your financial activity, even accounts from other institutions, it’s easier than ever. With the whole picture, you have a clear vision for financial success. Sync all your checking, savings, credit cards, loans, and investments in one place.



00:00:28 - 00:01:22

Add an Account

To get started, click add in the upper left corner of your dashboard. You can choose a financial institution by simply clicking on the appropriate logo, or searching for it in the field below.

Make sure to select the right account from your institution.

Next, use your login credentials for the specific account you are trying to add. It may take a few moments for a connection to be made and finalized. Finally, you can change the default name as needed, so it’s easier to identify and remember. You’ll need to refresh your page to see the account added on the left side of the page.

Your previous transactions from the account added will be automatically updated on your dashboard.

You can add as many accounts as you like to help truly understand where your money is going.



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