Money Manager Support
Learn Money Manager in Minutes
Learn Money Manager in Minutes
Getting started
This tutorial will walk you through the four recommended steps to take when you start using Money Manager tools.
Accounts
In this tutorial, you will learn how to add external accounts, reorder, hide, duplicate, close, and delete accounts.
Transactions
In this tutorial, learn how to categorize, search, filter transactions, and more. This is the foundation for creating your budget.
Spending
In this tutorial you’ll learn how to use the spending wheel to analyze your spending and see where your money’s really going.
Net Worth
This tutorial will walk you through the Net Worth feature and show you how to track your net worth over time.
Debts
This tutorial will show you how to create a debt repayment plan based on different strategies and help you visualize when you will be debt-free.
Trends
Learn how to use the Trends feature to analyze your financial situation and see where you might be able to change your behaviour to free up some cash.
Cash Flow
In this tutorial, we’ll show you how the Cash Flow feature can help you analyze past spending and predict future expenses.
Goals
This tutorial will walk you through how to create a goal in Money Manager, be it a savings goal, retirement or that vacation you can’t wait to take.
Help
In this tutorial, you will learn how to navigate thru Help when you have questions or want to learn more about the different Money Manager tools. For Synergy members, the Help section can be found within the Money Manager menu on digital banking.
Frequently Asked Questions
- Bring up the Account Details window of the account to hide
- Tap the ••• icon and select Hide Account from the dropdown menu. A warning message will appear asking them to confirm they'd like to hide the account
- Tap Hide to confirm