coins stacked with a graduation cap, shopping cart, house, airplane, piggy bank, and wedding bands on top of the stacked coins.

My$napshot Support

Manage all your finances in one spot.

Benefits

Add your external accounts into our personal financial management tool for a 360° view of your finances.
Transactions are auto-enriched with tags for easy searching by category; tags can be further customized to accommodate your unique spending habits.
Develop savings goals to make your aspirations a reality.
Track cash flow with the built-in calendar.
The spending wheel provides an immediate snapshot of your spending by category.

See Common Fee Schedule for related fees and charges.

As easy as My$napshot is to use, you may still have questions. Below is a list of short, easy to follow how-to videos that step you through navigating the interface, setting up goals and budgets, and performing other common operations within the robust budgeting system.

My$napshot How-To Video Support

1. The Overview Screen within Online Banking	7. Recommended Budgets	13. Editing & Splitting Transactions
2. The Overview Screen within My$napshot pt. 1	8. Creating & Editing a Goal	14. Viewing Accounts
3. The Overview Screen within My$napshot pt. 2	9. Setting Alerts	15. Introduction to Linking Accounts
4. The Overview Screen within My$napshot pt. 3	10. Working with the Cash Flow Calendar	16. Viewing Alerts & the Help Menu
5. Creating a Budget	11. Working with Net Worth	17. Useful Items to Keep in Mind
6. Editing a Budget	12. Introduction to Transactions & Tags

FAQs

As mentioned in Video #16 listed above, access the hamburger menu to the right of the Net Worth menu option within My$napshot and select Help to view a list of helpful FAQs, and the opportunity to submit your own unique question:

These videos are for educational purposes only; the videos and the author are not to be understood or construed as providing financial advice.