Cryptocurrencies in MyFinances - Related FAQs

How do I add Cryptocurrencies in MyFinances?

Click the "Cryptocurrencies" 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 like below would appear. Click the drop down arrow to reveal all options and select the item you would want to add in your Cryptocurrencies.

Once you select the institution, the "Coin/Cash" icon will be enabled. Click "+" on the left side of coins/cash to add the details of your account such as Code Name/Code, units, and current price. 

In Additional Details you can add details such as:

1. 1. Account ID
   2. Cold Wallet: a wallet that is not connected to any online platform
   3. Hot Wallet: a wallet that is connected to the internet

You can also add the percentage of your ownership of this asset.

Upload documents and related items in the Attachments section. 

To save, click "Create".

How do I edit Cryptocurrencies in MyFinances?

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, 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.

How do I delete Cryptocurrencies in MyFinances?

On the portion of cryptocurrencies, there is no delete option yet but for institutions/exchanges 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 as per screenshot below:

Pop up below would appear, click "Delete" to confirm.