Adding Manual Accounts

The Manual Accounts feature within CPFM (Contextual Personal Financial Management) allows you to add additional accounts and assets to your banking Home page. You can manually add accounts to help build a complete picture of your financial portfolio in a single, convenient location. This feature is especially helpful if you would like your Net Worth widget within CPFM to include other assets, such as you house or car.

To add an account do the following:

• Navigate to the Home page and scroll down to theAdd a Manual Accounttile.
• Click or tapAdd a Manual Account.

Create a Manual Account tile


• In the Create manual account over panel enter your information in the following fields:
1. Account name
2. Account type
3. Balance

Note:  The fields displayed are dependent on the type of account you would like to add. For instance If you select Loan under Account Type, fields such as Financial Institution, APR etc., will populate.

• Click or tap Save to save, or Cancel to discard your changes.
• After your manual accounts are saved, click or tap Done on the Success over panel.