ACCOUNTS
Add an account to start building the available-cash side of your MoniTrak financial picture.
4 min readBEFORE YOU START
You only need the basic information required to represent the account in your MoniTrak workspace.
A name that helps you recognize the account
The type of account
The currency the account is held in
The current balance you want MoniTrak to use
STEP BY STEP
From your MoniTrak workspace, select Accounts from the navigation. This opens the area where the cash accounts included in your financial picture are managed.
Add your first account to start building your financial picture.
Select Add account to start creating a new account in your workspace.
Add the information MoniTrak needs to identify the account and include its balance in your workspace.
Use a name that will make sense when the account appears elsewhere in MoniTrak, such as Current Account, Salary Account or Emergency Savings.
Check the account name, type, currency and balance. When everything looks correct, save the account to add it to your workspace.
WHAT HAPPENS NEXT?
Once saved, the account can contribute to the information shown throughout your MoniTrak workspace.
Included in available cash
Visible in your Accounts area
Available to your broader MoniTrak workspace
NEED MORE HELP?
Visit the Help Center or get in touch if you can't find what you need.