Money Manager FAQs

• How do I set up alerts and how often will they appear?
  You can set up alerts in the notification center section under “Settings”. You can choose the account type and alerts you want to receive and their frequency. For example, you can set up an alert to notify you when a recent transaction was made to view your updated budgets.

   

• How do I create a budget?
  To create a budget in Money Manager, navigate to the “Budgets” section and click on “Add Budget”. You can then input your budget details such as the category, amount, and time period.

   

• Where will I be able to see and track my monthly budgets, cashflows, subscriptions, etc.?
  You can see and track your monthly budgets, cashflows, subscriptions, and more in the various sections of Money Manager. Each section provides a visual representation of your financial data, making it easy to understand and manage.

   

• Will Money Manager help me manage my cashflow?
  Yes, Money Manager is designed to help you manage your cashflow. It provides a comprehensive view of your income and expenses, allowing you to track your spending and make informed financial decisions. Users can simply select "Cash Flows" in the menu option under Money Manager.

   

• Will I be able to view my other external accounts in Money Manager?
  Yes, users can connect their external accounts to Money Manager. This feature allows you to have a comprehensive view of all your financial accounts in one place, making it easier to manage your finances. Please note that the availability of this feature may depend on the specific financial institutions of the external accounts. Always ensure to check the terms and conditions of your financial institution regarding third-party access and data sharing.
• How often does account data get updated?

  In Money Manager, your account data is updated in real-time. This means that any changes in your account, such as new transactions or balance updates, will be reflected in the Money Manager immediately.

• How do I get started with Money Manager?
  Users can enroll by toggling on the "Manage finances" option under "Additional services" in the online banking application.