How far back will Money Management import my data from my Tower accounts and other institutions?
Money Management will import up to 18 months of transaction history if available. The amount of data that will be imported from other institutions depends o...
Fri, 7 Feb, 2020 at 12:30 AM
I added my Checking and Savings accounts from another financial institution. Why didn't my loans and other accounts import as well?
It depends on the institution, but you will usually need to add each account separately. This means that if you have 3 accounts with an institution, such as...
Fri, 7 Feb, 2020 at 12:31 AM
I can see my loan details, like original balance and interest rate, for my Tower accounts. Why don't I see them on my other accounts?
Not all institutions are able to send us that information. You should always check your loan details to make sure they are correct in Money Management
Fri, 7 Feb, 2020 at 12:32 AM
I'm missing a category from my Spending or Budgets Views. I know I have transactions in this category, but it's not appearing. How do I fix this?
Review your transactions to make sure they are categorized correctly. A "missing category" is caused by a large income transaction that has been c...
Fri, 7 Feb, 2020 at 12:32 AM
Is my financial data safe with Money Management?
Keeping your personal information secure is our top priority. We use the latest encryption methods available, combined with multi-factor authentication sign...
Fri, 7 Feb, 2020 at 12:33 AM
What browser is recommended to use Money Management?
Browser support will vary based on the browser version. If your browser is incompatible, the software will alert you and ask you to upgrade
Fri, 7 Feb, 2020 at 12:34 AM
What is Money Management?
Money Management is a PFM, Personal Financial Management tool, that helps you budget and manage your finances. It allows you to import all of your accounts,...
Fri, 7 Feb, 2020 at 12:34 AM