GENERAL QUESTIONS

Can I add an account in Money Management that isn't supported for automatic download?
Yes! Open the Accounts View and click on [+Add a Manual Account] in the sub navigation bar. Choose the account type and enter your account details, then cli...
Fri, 7 Feb, 2020 at 12:19 AM
Can I recover transactions or other data from an account I have deleted?
No, deleting an account will result in a loss of all history for that account. You can adjust the Show/Hide account settings for the account instead. If you...
Fri, 7 Feb, 2020 at 12:20 AM
How do I account for interest paid on a loan?
Some institutions send a separate transaction for principle paid and interest paid on a loan, but some institutions only send a single transaction for the t...
Fri, 7 Feb, 2020 at 12:20 AM
How do I add a transaction?
Manual transactions can only be added to manual accounts. Transactions associated with linked accounts will be imported automatically when you sign on. To a...
Fri, 7 Feb, 2020 at 12:20 AM
How do I add an account?
Open the Accounts View and click on [+Add an Account] in the top right corner of the navigation bar. Type the name of your institution to search our databas...
Fri, 7 Feb, 2020 at 12:21 AM
How do I add an asset, like my home or vehicles, to balance my loans in net worth?
You will create a manual account by doing the following: Select 'Accounts' from the top navigation bar Click on '+Add an Account' from t...
Fri, 7 Feb, 2020 at 12:21 AM
How do I budget for paying off debt?
If you are working on paying off a credit card, we recommend that you create a custom subcategory to track your progress, such as Bills & Utilities: Cre...
Fri, 7 Feb, 2020 at 12:22 AM
How do I categorize loan payments and transfers?
There is a special category called "Transfer" for loan payments and transfers that will exclude those transactions from Spending and Budgets. A wo...
Fri, 7 Feb, 2020 at 12:22 AM
How do I create budgets?
The Budgets View can help you track and control your spending in select budget categories. You can use budgets to track all of your regular household expens...
Fri, 7 Feb, 2020 at 12:23 AM
How do I create my own category?
Click on the transaction you wish to change to open the transaction detail view, then click on the category field to see a list of existing categories. You ...
Fri, 7 Feb, 2020 at 12:23 AM