Accounts Overview

  • Updated

You can use the Accounts tool to monitor financial activity across all of your accounts in one place, simplifying the way you track your finances. Accounts can be linked from most financial institutions. New users can click the "Add Account” button to add a new account.

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In the Accounts tab, you can see all your accounts together. On the left, you’ll see a column with different account types, including checking, savings, and credit cards. Under each type is a total balance that includes all accounts of that type. On the right is a list of every account you’ve added — grouped by type — along with balances for each.

 

  • Click an account type on the left column to show accounts of the corresponding type on the right.
  • If you haven’t added any accounts of a particular type, clicking on that type will prompt you to add a new account.

 

Watch the quick clip below for an overview of how the Accounts Tool can help you!

 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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