Cash & Banking in MyFinances - Key Features

Cash & Banking Summary

Welcome to MyAssets, the assets management tool designed for you.

MyFinance - Cash & Banking is a place to retain critical information about various cash, credit, loan, and other accounts, allowing you to have a bird’s eye-view of your assets. Our asset management system will help you keep track of and manage your accounts and liabilities. Your Cash & Banking accounts can be managed as part of your total assets, including valuable collections, property, and anything else you might own or value.

You can look for Cash & Banking in MyFinance when you click on the  icon on the left side bar. That button will bring you to the MyFinance dashboard. You should then look for the Cash & Banking tab in the options on the top of the page and click it to see your Cash & Banking Summary page. 

The Cash & Banking Summary will show you a clear picture of your liquid assets, investments, liabilities, and net value. 

If you scroll further down, you will find the asset breakdown of your different liquid asset accounts, liabilities from mortgage and loans, and other investments. 

Add an item

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. 

Edit an item

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.

Delete an item 

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.