Managing Your Account in myFinanceTracker™

Step 1. Manage Accounts

Under the “Manage” tab you can view:

• Accounts and Sites
• Account Groups
• Categories

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Step 2. Account Categories

Select “Categories”

Under “Categories” you can personalize your categories by nicknaming the category to something more meaningful to you. For example, to change the category “Hobbies” to “Guitar Lessons,” type the new nickname in the box next to it.

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Step 3. How to Build Categories

In “Categories” you can also provide more accurate details of your transactions across your budget, calendar and your expense analysis by setting up subcategories

For example, a category called “Gifts” can have subcategories such as:

• “Baby Shower Gift”
• “Birthday Gifts”
• “Gift for Mom”
• “Wedding Gifts”

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Step 4. How to Manage Subcategories

Select the “Manage Subcategories” link to the right of one of your categories.

Enter a subcategory and select “Add.” Repeat this for each new subcategory you wish to add. As you add them, a running list of subcategories will appear. When finished, select “Save Subcategories” to update and save, or select “Cancel” to cancel.

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Step 5. Re-Categorizing Expenses

You can also update your expenses with your new categories by re-categorizing your expenses.

Within “Transactions”, you can choose the categories your transactions relate to. For example, “ATM/Cash Withdrawls” can be categorized as “Travel,” or even split between two categories, like “Travel” and “Business.”

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Step 6. Account Groups

Select “Account Groups”. Under Account Groups you can create groups of accounts. For example, you are the primary owner on your child’s credit card, but you want your child’s expenses to be shown separately from yours.

Select “Create a New Group Account.”

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Step 7. Selecting Accounts Groups

Enter the Name of the Account Group.

Select the Account Names you want grouped together from the list provided.

Select “Create Account Group” to continue.

You will now be able to view your analysis (e.g. Expense analysis, cash flow analysis, etc.) or create budgets and goals for just the accounts within each group.

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Step 8. Accounts and Sites Overview

Select “Accounts and Sites”. From the “Accounts and Sites” page you can manage your linked accounts and sites.

Deactivate or edit linked accounts or sites, for example, a password change on an account with another financial institution will need to be updated within myFinanceTracker.

That’s how to Manage Your Account in myFinanceTracker.

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