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Money Manager Overview (PFM)
continued ▶
2
The Money Manager dashboard is presented on the next screen, as well as
menu options.
3
To add accounts, click/tap
Add
, or
Update
to modify account information.
Capital Bank accounts are automatically added for your convenience.
4
A search bar is available to retrieve specific transaction information.
5
Widgets are located on the right-hand side of the screen so you can review and
create new financial account standards. Click/Tap
Customize Widgets
to quickly
modify your user experience.
6
Click/Tap
Help
for assistance using this product.
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