Adding an account is the first step in the journey toward a brighter financial future!


It’s also simple and can be done throughout the program by clicking on the + button (Add an Account) in the Accounts navigation table on the left. When you hit the button, you can browse and search for any institution. On the Transactions page, you add accounts by clicking on the Actions button then selecting Add an Account from the list.


You can add all sorts of accounts, including mortgage and/or investment accounts—even bills from service providers like your cell or utility company.


Take the first step.

** Please be sure to conduct a full search for the institution and not just select the most commonly chosen account icons.