Manage My Money

To provide up-to-date information, Money Management requires the username and password for each of your external accounts. This information is used to establish a secure connection, so your transaction history can be downloaded securely and categorized automatically.

1. From Money Management, click Accounts then Add an Account.
2. Search for the financial institution in the search bar. Select the name. Enter your account login information for that institution.
3. Click Connect. Your selection will appear on the left as Money Management retrieves information.
4. Additional verification information may be required.
5. When you're finished adding accounts, click the X to return to all accounts.

To protect your identity, some financial providers require additional login information.

When you hide an account, it is hidden from view (not removed from Money Management). Hiding an account is helpful if you want to focus on certain accounts and reduce clutter on your screen. Money Management continues to keep track of your transactions.

First, remember that your username, password, and other login features (Touch ID/Fingerprint ID and Face ID) protect your accounts on your mobile device. You can also deactivate mobile access to your account, change your password, or delete the account entirely by logging into CAP COM's online banking website.

You can set up a variety of alerts in Money Management for your CAP COM accounts and those you have elsewhere.

1. Open Money Management in Online Banking.
2. Click the gear icon in the top right corner.
3. Your Profile will automatically appear. Click Alerts in the top left corner.
4. Verify the email address and phone number for receiving alerts.
5. Select the Simple Alerts you want to set up. Or, choose Detailed Alerts associated with each account.
6. When you're finished adding accounts, click the X to return to all accounts.