Managing your bank accounts

WorkingPoint can help you manage your bank account transactions so you can keep on top of your cash.

With WorkingPoint, you can:

• Connect to your bank to view your current bank balances*

• Connect to your bank to import bank transactions*

• Record a deposit

• Record a purchase or payment

• Record a cash withdrawal

• Record a funds transfer between bank accounts

Plus you can:

• Edit transactions

• Delete Transactions

• Move entries between credit card accounts

• View account balances from the home page widget "Banking Summary"

*Access to these features depends on your account plan. Log into your account and click Account (in the upper right hand corner), then Change Account Plan to view your plan details.

Related Topics

How do I open the Activity List for an account?