How to Add Items in MyFinances: Cash & Banking
Let’s start with adding a new item in the Cash & Banking section of MyFinances. You can add items by clicking the large red “+” button in the upper right corner of the screen.
Once you click the “+” button, a pop-up window will appear where you can: Add accounts manually or link to your online accounts.
Select the type of account you want to create:
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- Cash
- Credit Card Account
- Current Account
- Loan Account
- Mortgage Account
- Saving Account
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Once selected, click "Next" and fill out the details required in the Primary Details section. Make sure each field is complete and correct. For some portions, there are additional details that you may place but this is optional.
You may upload images or documents on the attachment portion.
Click “Create” to save.
How do I add a cash item in MyFinances?
Click the "Cash & Banking" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window will appear with two drop down options. Choose an option to manually add an account or link to your online account.
In the second drop down menu, select "Cash" then click "Next".
Another pop-up window will appear where you can add the Primary Details of your account such as account name and current cash balance.
Click on the Attachments section to upload any document you think is relevant for this entry. But this is optional.
Click "Create" to save this item.
How do I add a credit card account in MyFinances?
Click the "Cash & Banking" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window will appear with two drop down options. Choose an option to manually add an account or link to your online account.
In the second drop down menu, select "Credit Card Account".
A new pop-up window will appear when you can enter the Primary Details of the account.
Select the "Additional Information" section to add more information such as card expiry, statement frequence/day, available credit, payment date, and name on card.
Select the "Attachments" section to upload documents such as receipts, billing statements, etc. that you want to include in this entry.
Then click "Create" to save.
How do I add Current Account information in MyFinances?
Click the "Cash & Banking" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window will appear with two drop down options. Choose an option to manually add an account or link to your online account.
In the second drop down menu, select "Current Account" and click "Next".
Another pop up window will appear where you can fill out the information for Primary Details.
Select the "Additional Details" section to add additional information about the account such as account number, opening date, SWIFT/BIC Number and sort code.
Select the "Attachments" section to upload documents you want to add to this entry such as documents related to the account, bank statements, etc.
Then click "Create" to save.
How do I add Loan Account information to MyFinances?
Click the "Cash & Banking" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window will appear with two drop down options. Choose an option to manually add an account or link to your online account.
In the second drop down menu, select "Loan Account" and click "Next".
Another pop up window will appear where you can fill out the information for Primary Details.
Select the "Additional Details" section to add more information to your loan account such as loan term, interest rate, commission, account number, SWIFT/BIC Number and Sort code.
Select "Allocation" under "Additional Details" to indicate where the loan amount has been used or distributed among your other assets in MyAssets. (Optional)
Select "Attachments" to upload documents such as loan documents, agreements, etc.
Then click "Create" to save.
How do I add Mortgage Account information in MyFinances?
Click the "Cash & Banking" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window will appear with two drop down options. Choose an option to manually add an account or link to your online account.
In the second drop down menu, select "Mortgage Account" and click "Next".
A new pop-up window will appear where you can add Primary Details about your mortgage.
*You have the option to link this mortgage account to a property entry in MyProperties. Create this entry in MyProperties first and type the first letters of the entries to initiate the search.
Select "Additional Details" to add additional information in Attributes such as fixed period, account number, full term and interest rate.
Select the "Attachment" section to add documents related to the mortgage.
Then click "Create" to save.
How do I add Saving Account information in MyFinances?
Click the "Cash & Banking" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window will appear with two drop down options. Choose an option to manually add an account or link to your online account.
In the second drop down menu, select "Saving Account" and click "Next".
A new pop-up window will appear where you can add Primary Details about your Saving Account. Add details of the account such as account name, country, account type, bank/institution and balance.
Select "Additional Details" to add additional information such as the frequency of interest, payment method, deposit amount, account number, annual interest rate, SWIFT/BIC Number and other details related to your savings account.
Select the "Attachments" section to add documents related to the account.
Then click "Create" to save.
How do I edit or update balance in Cash & Banking MyFinances?
To edit an item in Cash & Banking, click in 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, 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 "Update balance" if you would want to edit the amount or "Add Transaction".
If other details aside from that click "View Account" then on the right side of your screen, click the dotted line then click "Edit".
For this portion, make sure to click "Update" to save changes.
How do I delete in Cash & Banking MyFinances?
To delete an item in Cash & Banking, click in 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 bank/institution, 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 "View Account".
On the right side of your screen, click the 3 dotted line then choose "Delete".
Pop up below would appear, click "Delete" to proceed.
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