USER GUIDE / BANKS

Financial status on dashboard
  • Income” refers to all the positive transactions received in that month, including synced and manually added items.
  • Expenses” reflects the total of all the negative outgoing transactions recorded in the month, across synced and manually added items.
Bank tabs
  • On the Banks Overview screen, the sum in the pie chart shows your total expenses. Income isn’t reflected on the chart.
  • You may view up to 6 months of transactions on the Banks Overview screen. To view your older transactions, you can click on the individual Bank Accounts.
  • Total Bank Balance” is all your monies across savings, current, and checking accounts.
  • Total Loan Balance” is the sum of all your outstanding loans, such as mortgage, personal loans and unpaid credit card balances.
  • Cash account balance” is the tally of your manually-added transactions, both in and out.

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