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How do I add/remove an account?

  1. Navigate to the “settings” menu on the left-side of your dashboard.



  2. Then you will click on the “bank/credit accounts” tab.



  3. Click on the blue “add new account” button on the right side of your screen.



  4. Fill in the necessary fields.



  5. Click save to save your new account.



To Remove a New Account:

  1. Navigate to the “settings” menu on the left-side of your dashboard.



  2. Then you will click on the “bank/credit accounts” tab.



  3. Click on the delete icon (the red trashcan icon) on the right side of the line you wish to remove.



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