How do I add a new account?

  • When inside of Money Management, click Accounts on the far left and then Add an Account.
  • Search for the financial institution in the search bar and click the name to enter your account log in information for that institution. 
  • Click Connect and it will appear on the left as it retrieves the information. 
  • You may be required to enter in additional verification information established with the external account.
  • When finished adding the new accounts, click the X in the top right comer to return to all accounts.
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