Frequently Asked Questions  •  How Do I...  •  Glossary

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Account Activity

Account Information

Add a New Category to the List

Add Notifications

Delete a Custom Category

Delete Credit Card Payment

Delete Notifications

Delete Recurring Credit Card Payment

Delete Recurring Transfer

Delete Transfer

Edit a Custom Category

Edit Credit Card Payment

Edit Recurring Credit Card Payment

Edit Recurring Transfer

Edit Transfer

Make a Credit Card Payment

Make a Recurring Credit Card Payment

Make a Recurring Transfer

Make a Transfer

Manage Categories

Scheduled Credit Card Payments

Scheduled Transfers

Split Transaction Amount between Categories

Transaction Detail

View My Notifications

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Accounts Overview

How do I change which accounts are listed on the Accounts Overview page?

What is the difference between the current balance and the available balance?



Accounts Overview

How do I change which accounts are listed on the Accounts Overview page?

From the Accounts Overview page, click Customize your Accounts. The Change Account Preferences page is displayed. From there, you can identify which accounts you want to be available online. Back-to-top icon

What is the difference between the current balance and the available balance?

Your current balance is the current balance in your account including today's online transactions. Your available balance is the amount of funds in the account which are available for withdrawal. It is the current balance minus any funds being held in reserve until transactions clear. Back-to-top icon

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