47 / 86
47
* Specific features may behave differently based on vendor, core or device.
Money Manager Overview (PFM)
continued ▶
2
The Money Manager dashboard is presented on the next screen, as well as
menu options.
3
Click/Tap
Settings
or
Help
to customize your experience or for assistance with
inquiries you may have.
4
To add accounts into Money Manager, click/tap
Add
. Click/Tap
Update
to modify
existing account information.
5
A search bar is available to retrieve specific information regarding your accounts.
6
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.