1. Overview Spending Accounts help users manage the money sources they use in the app, such as Cash, Bank Accounts, Credit Cards, and more. Splitting them into multiple accounts makes it easier to track balances clearly, record the correct source of each transaction, and manage personal finances more effectively. 2. Steps to Follow 2.1. Add […]
Category Archives: Account management
You are holding group funds and you want other members to keep track of expenses in the group. Use the Share Account feature on the MISA Money Keeper Sharers: Step 1: At the Account tab, click the icon next to the account to share. Step 2: Click Share account Step 3: Choose a sharing […]
To manage personal spending easily and effectively, customers can split up into accounts. For example: Cash; Bank account; Credit; Investment account…. Details of adding new accounts are as follows: Step 1: Open the application, select the Account tab and then press the ” +” sign to add a new account Step 2: Declare account information […]
When wishing to correct account information or delete an account created on the MISA Money Keeper, customers follow the instructions below: Edit account Step 1: Click the three dots button at the account you want to delete. Click Edit Step 2: Revise the desired information such as: Initial balance; Account name, Account type… Step 3: […]
In case the actual amount and account balance on the Checkbook are inconsistent, customers can use the Adjustment feature to update the balance exactly. Step 1: Press the 3 dot button at the account you want to update, select Adjustment Step 2: Adjust the balance Fill the actual balance (The system will automatically calculate the […]
When customers want to transfer money between 2 accounts, for example, transferring from Cash Wallet account to ATM Card can use the Transfer feature. Step 1: Click the 3 dot button next to the account you want to transfer. Step 2: Click Transfer Step 3: Fill out the transfer information Enter Amount Select the account […]