Step 1 - Accounts
Link your external accounts
To accurately budget, you need to account for all your finances, even at different institutions. Linking your external accounts allows you to view all your transactions in the Money Manager. For best results, you’ll need to link it all: your chequing accounts, savings accounts, credit cards, investments, loans, mortgages and more.
Follow along with our video or check out our step-by-step instructions to learn how to use the Accounts feature.