MONEY MANAGEMENT

1. Check all the available account types listed under an institution when you search. Sometimes mortgage, savings, credit card, accounts are listed separately. You might also have to search for the specific account (i.e., “Bank of America mortgage,” as opposed to just “Bank of America”).

2. Verify your username and password with your institution to ensure your credentials haven’t expired. Sometimes signing in can unlock a frozen account connection.

3. Turn off complicated security preferences (such as CAPTCHA and picture passwords) on your institution’s site.

4. Allow your institution to accept third party access by changing the preferences on their site.

5. Make sure you aren’t simultaneously logged in to your institution’s site on another tab or browser.

6. Make sure the software isn’t waiting for your response to a security question.

To delete an account:

1. Click the account you’d like to delete.
2. Click the Dot Menu in the upper right, then “Delete Account”

You can’t delete accounts at your primary financial institution. Instead, you can exclude these accounts. To do so:

1. Click the account
2. Click the Dot Menu and then “Hide Account”

Note: Any data older than 90 days cannot be restored in Money Management if you want to re-add an account you’ve deleted.

Here a few reasons you might be seeing duplicate transactions:

1. Your accounts have been added twice. If you see two of the same account, click one of them and then select Delete in the lower right corner.

2. You’re seeing both the debit and the credit side of a single transfer. Transactions categorized as transfers don’t show up in the spending wheel or in your budgets because they don’t represent an increase or decrease in assets.

3. Your institution is duplicating certain transactions when it passes the data to us. Submit a support ticket to resolve this issue.

There could be a few different reasons for this, including:

1. A transaction might be so recent that it’s still pending and hasn’t shown up yet.

2. You’ve logged in for the first time. Only 90 days of transactions are pulled on the first log in.

3. It has been more than 30 days since you last logged in. In most cases each new log in only pulls 30 to 45 days worth of transactions. To be sure all your transactions are included, we recommend logging in at least once every 30 days.

If these three reasons don’t match what you’re experiencing, submit a support ticket.

Sometimes the data received doesn’t signal when an account is deleted. If you want an outdated account deleted, submit a support ticket.

You may occasionally see duplicate accounts from an automated feed. Fix this problem by either merging the duplicate accounts or by deleting one of the duplicates.
 
To merge an account:
1.      Click the duplicate account
2.      Click the Dot Menu, then Mark as Duplicate
3.      Click Merge
4.      Type MERGE into the appropriate box
 
Note: You can only merge accounts that come through the same automated feed.