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Better Finances for a Better You

My Money Section

The My Money section aggregates and organizes all of your bank accounts, credit cards, investments, loans, personal assets and cash in one place.

The Overview page is a summary.
Click on
Institutions
or
Account Type
to filter by institution or account type.

Bank Accounts

Bank Accounts hold cash, for example, a chequing or savings account held at a bank. Add an account by clicking the Add button and follow the prompts. You have two options when adding a bank account:

  • Connect: automatically import data from your financial institution
  • Manual: enter your financial data by file upload, or by hand

A detailed view of the account, including controls to update or delete the account, or to import files can be accessed by clicking the account in the Bank Accounts table.

Credit Cards

Add a credit card by clicking the Add button and follow the prompts. You have two options when adding a credit card:

  • Connect: automatically import data from your financial institution
  • Manual: enter your financial data by file upload, or by hand

A detailed view of the credit card, including controls to update or delete the credit card, or to import files, can be accessed by clicking the credit card in the Credit Card Accounts table.

Investments

Investments, for example, ETFs, mutual funds or stocks, are held in an Investment Account. Start by creating an Investment Account by clicking the Add button. Follow the prompts. You have two options when adding an Investment Account:

  • Connect: automatically import data from your financial institution
  • Manual: enter your financial data by file upload, or by hand

A detailed view of the investment account, including controls to add, update or delete investments, can be accessed by clicking the account in the Investment Accounts table.

Loans

Add a loan by clicking the Add button. You may also include payment details when creating a loan.

The Loans table shows your loans. Payments associated with a loan are shown in the Loan Payments table.

A detailed view of the loan, including controls to update or delete, can be accessed by clicking the loan in the Loans table.

Personal Assets

A personal asset is a financial asset unique to you. For example, a house, a car, electronics or art.
Add a personal asset by clicking the Add button.

Update or delete the asset by clicking the relevant entry in the Assets table.

Cash

A personal asset is a financial asset unique to you. For example, a house, a car, electronics or art.
Add a personal asset by clicking the Add button.

Update or delete a cash account by clicking the relevant entry in the Cash / Gift Cards table.

To add a cash transaction, select the cash account and click the Add button in the Transaction History table.

Up next: Cash Flow →