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Personal Banking > Online Services > myFinanceTracker

Online Money Management with myFinanceTracker™

myFinanceTracker is our online money management tool that makes it easy to stay in control of your finances. This powerful yet simple-to-use tool automatically tracks your spending, organizes your financial data and calculates key information for you — and it’s free with RBC® Online Banking.

Features and Benefits

You are on: Dashboard & my App Store

Dashboard & myApp Store

Customize your home page with the information most relevant to you and add apps you like onto the home page for easy access.

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Account Summary

View all your finances at a glance, including your banking and credit card accounts, investments, mortgages and loans with RBC or other financial institutions. You can even view your assets or loans that are not associated with any financial institution.

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Spending & Cash Flow

Track where your money is going: easy-to- read pie charts and graphs help you to identify spending and income patterns, so you can make smarter spending choices.

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Budgeting & Goal Setting

Stay on top of your spending and manage your money efficiently by creating budgets setting financial goals. Used in conjunction with the Track Spending & Cash Flow tools, Budgets and Goal Setting can help you save more for the things you want and need the most.

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Financial Calendar

View all your financial transactions for the month on a single screen and plan your cash flow for the near future.

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Manage myFinanceTracker

Customize myFinanceTracker to suit your own needs and preferences.

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You are on: FAQs

Frequently Asked Questions

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Dashboard & myApp Store

Expand - What information does the Dashboard display? What information does the Dashboard display?

 

Account Summary

Expand - What can I do on the “Account Summary” page? What can I do on the “Account Summary” page?

Expand - What information does the "Last Updated" field provide? What information does the "Last Updated" field provide?

Expand - Why can’t I manually update my RBC banking or credit card accounts? Why can’t I manually update my RBC banking or credit card accounts?

Expand - What are “Link Account” and “Add Asset/Liability?” What are “Link Account” and “Add Asset/Liability?”

Expand - How do I refresh my accounts? How do I refresh my accounts?

Expand - How do I view detailed account information for my accounts? How do I view detailed account information for my accounts?

Expand - How do I edit my linked accounts information? How do I edit my linked accounts information?

Expand - How do I nickname my account? How do I nickname my account?

Expand - What are Manual Transactions and why would I use them? What are Manual Transactions and why would I use them?

Expand - How do I add Manual Transactions? How do I add Manual Transactions?

Expand - How do I edit/update existing Manual Transactions? How do I edit/update existing Manual Transactions?

Expand - How do I categorize a transaction? How do I categorize a transaction?

Expand - What does it mean to split a transaction? What does it mean to split a transaction?

Expand - What are advanced display options? What are advanced display options?

 

Spending & Cash Flow

Expand - What information does the Cash Flow Analysis Chart report provide? What information does the Cash Flow Analysis Chart report provide?

Expand - How do I include projected cash flow in the Cash Flow Analysis Chart report? How do I include projected cash flow in the Cash Flow Analysis Chart report?

Expand - How do I include business expenses in the Cash Flow Analysis Chart report? How do I include business expenses in the Cash Flow Analysis Chart report?

Expand - How do I select different group views to display my Cash Flow Analysis Chart report? How do I select different group views to display my Cash Flow Analysis Chart report?

Expand - What information does the Expense Analysis Chart report provide?< What information does the Expense Analysis Chart report provide?

Expand - What can I do on this page? What can I do on this page?

Expand - How can I select an account for viewing the account trends chart? How can I select an account for viewing the account trends chart?

Expand - What does Net Worth Change mean? What does Net Worth Change mean?

Expand - How do I chart my Net Worth? How do I chart my Net Worth?

Expand - How do I select different account views to display in the Net Worth Statement page? How do I select different account views to display in the Net Worth Statement page?

Expand - How do I select which accounts to display in the Net Worth Statement page? How do I select which accounts to display in the Net Worth Statement page?

Expand - What is the Net Worth chart? What is the Net Worth chart?

Expand - What does the bar chart indicate? What does the bar chart indicate?

Expand - What information is shown in the table? What information is shown in the table?

Expand - What is Asset Allocation? What is Asset Allocation?

Expand - What is Account Trends chart? What is Account Trends chart?

 

Budgeting & Goal Setting

Expand - Why should I have a budget? Why should I have a budget?

Expand - What can I do on this page? What can I do on this page?

Expand - How can I receive budget status reports and alerts? How can I receive budget status reports and alerts?

Expand - How do I configure a budget status report? How do I configure a budget status report?

 

Financial Calendar

Expand - How do I access the Financial Calendar? How do I access the Financial Calendar?

Expand - What can I do with the Financial Calendar? What can I do with the Financial Calendar?

Expand - What are Current and Projected Balances? What are Current and Projected Balances?

Expand - What is the “View” dropdown menu? What is the “View” dropdown menu?

Expand - How do I view the details of a particular account? How do I view the details of a particular account?

Expand - How do I view calendar information for the previous/next month? How do I view calendar information for the previous/next month?

Expand - What types of transactions are displayed on the Financial Calendar? What types of transactions are displayed on the Financial Calendar?

Expand - Why are some days on the Financial Calendar shaded? Why are some days on the Financial Calendar shaded?

Expand - What do the different icons mean? What do the different icons mean?

Expand - How is the Day Block View organized? How is the Day Block View organized?

Expand - How is the Single Day View organized? How is the Single Day View organized?

 

Manage myFinanceTracker

Expand - What are categories? What are categories?

Expand - How do I edit a transaction category name? How do I edit a transaction category name?

Expand - What are category rules? What are category rules?

Expand - How do my custom rules affect automatic categorization? How do my custom rules affect automatic categorization?

Expand - How do I create a category rule? How do I create a category rule?

Expand - How do I prioritize my category rules? How do I prioritize my category rules?

Expand - How do I apply my category rules to transactions? How do I apply my category rules to transactions?

Expand - What do the categories mean? What do the categories mean?

Expand - What is the “Account Groups” page? What is the “Account Groups” page?

Expand - How do I add an Account group? How do I add an Account group?

Expand - What is Manage Account Groups? What is Manage Account Groups?

Expand - How do I edit an existing Account group? How do I edit an existing Account group?

Expand - How do I delete an existing Account group? How do I delete an existing Account group?

 
 
 

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What You Can Do with myFinanceTracker

myFinanceTracker Overview Video

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