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How do I add an account in Money Management?

All PenAir accounts will be loaded automatically into Money Management. In addition, you may add accounts from other financial institutions to Money Management so you can see a complete listing of your personal finances. To add an account:

  • Open the Accounts View and click on [+Add an Account] in the sub navigation bar.
  • Type in the name of the Financial Institution.
  • Once found, click the institutions name then enter your login credentials.
  • You can also create manual accounts for accounts that are not supported by Money Management.
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