MoneyMap Tutorial Videos

MoneyMap Tutorial Videos

See how easy it is to use MoneyMap!

Check out these great videos to help you get started with MoneyMap, our personal finance manager. Once you’re familiar with MoneyMap (and start using it regularly!), we’re sure you’ll love it!


 

Getting Started with MoneyMap

This video will walk you through the four recommended steps to take when you first start using the MoneyMap tools. You will learn how to link your accounts, review your transaction history, set up a budget, and monitor notifications.


Accounts Tool

Visualize all of your accounts in one place, to see a full picture of your finances. In this tutorial, we’ll learn how to reorder accounts, add accounts, hide, duplicate, close, and delete accounts.


Transactions Tool

The transaction tool will provide an overview of your recent spending across all of the accounts you connected. This will give you a comprehensive look at your spending. In this tutorial, we will learn how to search, filter, edit, tag transactions, and more.


Spending Tool

The Spending tool breaks down how much you spend in various categories and how much income you bring in. In this tutorial, we will learn how to visualize your spending and income in a pie chart, list, and more.


Budgets Tool

In this tutorial, learn how to automatically generate a budget based on the last 90 days of your spending. We will also cover how to create and edit budget categories, create sub-budgets, and more.


Trends Tool

Where did you come from? Where did you go? It’s tough to know what to do with your money in the moment if you don’t know where you’ve been and where you’re going. The Trends tool can help you with that.


Debts Tool

This powerful tool allows you to see all of your debts in one place and create an expedited payoff plan. In this tutorial, learn how to use the debt chart, dive deeper into debt details, update debt priorities that make sense for you, and more.


Net Worth Tool

Your financial worth is more than just the number in your checking account. It includes savings accounts, retirement accounts, property, investments, bonds, debt like student and car loans, and so on. In this tutorial, we will cover how to view your net worth, add property accounts, and more.


Goals Tool

In this tutorial, you will learn how to create savings, retirement and debt goals. Once your goals are created, manage your contributions, goal priority and more.


Cash Flow Tool

The Cash Flow tool combs through your transactions to help you understand your historical spending and predict future spending. In this tutorial, learn how to create and edit cash events, view your events in a calendar, and more.


HELP Tool

Within your personal money map account is a Help Center that serves an excellent resource for you to refer to when you have questions or want to learn more.