A. To get a 360° view of all your assets and liabilities and get actionable advice on the same, it's important that you add all your accounts to mymoneysage Money Manager, After you log in, click on "Add Account" wizard. Within that wizard, you may pick any of the three ways to add accounts to MMS.
In "Automatically Populate" option, simply feed your user ID and password of the respective institution. The system automatically fetches data from the institution and fills entries at required places in your MMS account. Every time you conduct a transaction, your MMS account automatically gets updated.
In "Upload Statement" option, you can upload the statement of the respective institution directly onto the portal. The system will seamlessly populate the transactions from the statements. You also have the option of adding all your accounts and transactions manually.