MyFinances - Related FAQs

How do I add an item in MyFinance Dashboard?

Since the Dashboard provides a summary of all of your assets in MyFinances, you can add an item in the Dashboard by adding items in the different categories under MyFinance. 

• To add accounts such as cash, credit card, current account, loan, mortgage and savings account go to the Cash & Banking tab, and add an item by clicking on the red “+” button. 
• To add traditional investments, go to the Traditional Investments and click the red “+” button and fill out the form.
• For cryptocurrencies, go to Cryptocurrencies and click the red “+” button to add an item. 
• For other investments that doesn't fit option above, go to Other Investments and click on the red “+” button to add items.
• For insurance like life and general, go to Insurance and click the red “+” button to add an item

How do I edit an item in MyFinance?

For cash and banking, click it among options below:

Scroll down your screen and choose among your list on which you would want to edit. On the left side on the name of the bank/institution that you would want to edit, click the arrow down option as per screenshot below:

Then click the 3 dotted lines on the right side of your screen then click "View Account"

Once there, click the 3 dotted lines on the upper right hand corner of your screen then click "Edit".

Once done with the changes, click "Update" to save changes.

For Traditional Investments, click it among options below:

Scroll down your screen and choose among your list on which you would want to edit. On the right side of your screen, click the 3 dotted line then click "View Portfolio"

Once there, on the right side of your screen, click the 3 dotted line, then "Edit"

Once done, make sure to click "Update" for changes to be saved.

For Other Investments, click it among options below:

Scroll down your screen and choose among your list on which you would want to edit. On the right side of your screen, click the 3 dotted line then click "View Investment"

Once there, on the right side of your screen, click the 3 dotted line, then "Edit"

Once done, make sure to click "Update" for changes to be saved.

On the portion of cryptocurrencies, there is no edit option yet but for institutions/exchanges to edit click it among options below: 

Scroll down your screen and choose among your list on which you would want to edit. On the left side on the name of the institution/exchanges that you would want to click, click the arrow down option as per screenshot below:

Once there, click the 3 dotted lines on the upper right hand corner of your screen then click "Edit".

Once done, make sure to click "Save" for changes to be saved.

For Insurance, click it among options below:

Once clicked, the homepage that would show your life and general insurance would appear. Choose among the one listed you would edit then click the 3 dotted line then choose "View/Edit".

Once done with the changes, click "Update" to save changes.

How to Delete/Archive an item from MyFinance?

For cash and banking, to delete an item, click it below:

Scroll down your screen and choose among your list on which you would want to delete. On the left side on the name of the bank/institution that you would want to delete, click the arrow down option as per screenshot below:

Then click the 3 dotted lines on the right side of your screen then click "View Account"

Once there, click the 3 dotted lines on the upper right hand corner of your screen then click "Delete".

A pop up notification would appear as per screenshot below, then click "Delete".

For Traditional Investments, you may delete by clicking it among options below:

Scroll down your screen and choose among your list on which you would want to delete. On the right side of your screen, click the 3 dotted line then click "View Portfolio"

Once there, on the right side of your screen, click the 3 dotted line, then "Delete"

A pop up notification would appear as per screenshot below, then click "Delete".

For Other Investment, to delete click it among options below:

Scroll down your screen and choose among your list on which you would want to delete. On the right side of your screen, click the 3 dotted line then click "View Investment"

Once there, on the right side of your screen, click the 3 dotted line, then "Delete".

A pop up notification would appear as per screenshot below, then click "Delete".

For Cryptocurrencies, only the portion of exchanges/institution has an delete button while for coins; as of now it is still not available. To do so, click it among options below:

Scroll down your screen and choose among your list on which you would want to delete. On the left side on the name of the institution/exchanges that you would want to click, click the arrow down option as per screenshot below:

Once there, click the 3 dotted lines on the upper right hand corner of your screen then click "Delete".

A pop up notification would appear as per screenshot below, then click "Delete".

For Insurance, click it among options below:

Once clicked, the homepage that would show your life and general insurance would appear. Choose among the one listed you would delete then click the 3 dotted line then choose "Delete".