What can I do in Manage My Money?
Can I change the list of accounts that are available in Manage My Money?
Yes, simply click the “Edit List” option in the accounts section of the overview tab.
What is “Manage My Money?”
The Manage My Money module is a great way to organize your finances and improve your financial health. Manage your budget, control spending and set savings goals. All the tools you need for financial success are in Manage My Money!
Can I get transaction information within Manage My Money?
Yes, simply click on the appropriate dollar value for the month you would like to view and a transaction detail window will open. You can even categorize your transactions right from within this screen!
Can I add a note to a transaction in my spending profile?
Yes, to add a note, click the note icon, or double click on the notes field to add a note to a transaction.
How can I create a savings goal?
To create a savings goal, select the Savings Goal tab, enter a description for your goal, select the account you would like to apply the goal to, enter your starting savings goal amount and your goal amount and then identify your goal start date and your target date.
In looking at a goal that I created, what does the today line represent?
The today line shows you where you should be as of today if you were following your established savings plan.
What does the Income Statement of Manage My Money show me?
The Income Statement provides a list of income and expense categories as well as total income, total expenses and net income for the current month, plus the last two months and a three month average.
Can I view the transaction details that make up each category of the income statement?
Yes, to view the transaction details, simply click on the total dollar amount for the category you would like to view for the month you would like to view. A list of the transactions that make up that dollar amount will display and will include the date of the transaction, the transaction description, the amount of the transaction and the category that the transaction is assigned to. If the transaction is a check that cleared, you will also be able to view the check right from within the transaction details window.
What if there is a transaction within the income statement that I need to change to a different category?
Click on the total dollar amount for the category you would like to view for the month you would like to view, and you will be brought to a list of transactions. To the far right you will see the category column. Each transaction has a drop down that you can use to select a new category. When you select a new category, a check box will pop up that you can use to apply the new category to all matching transactions. Do not check this box if you want to make the change to just one transaction.
There is a transaction within my spending profile that needs to be assigned to multiple categories. Can I split my transactions into different categories?
Yes, to split the transaction hover your mouse right underneath the date of the transaction. You will see two icons. If you click on the double arrow icon, a new window will open up and will allow you to separate the transaction into multiple categories. You can split a transaction into as many categories as you need to.
Can I change the view of my income statement to show the information in chart form?
Yes, simply click the Chart button within the Income statement section of the screen.
Why is there data in the budget section of Manage My Money?
If you have not entered a budget amount, the module will enter the 12-month average for each category as a suggestion to get you started.
Can I add Income categories to my budget?
es, simply click the “Manage Categories” option within the budget section of the Spending Overview Tab. Select the Income option from the drop down of the “Add Custom Category” section. Enter a Category name and Description. Click “Add.”
Can I add Expense categories to my budget?
Yes, simply click the “Manage Categories” option within the budget section of the Spending Overview Tab. Select the Expense option from the drop down of the “Add Custom Category” section. Enter a Category name and Description. Click “Add.”
How do I update my Budget?
To update your Budget, simply adjust the dollar amounts that you have entered in the budget column of the Budget module.
What do the green and red bars in the budget section of Manage My Money mean?
Green indicates that you are on budget, while red indicates that you are over your established budget.
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