Financial Accounts

You can set up financial accounts in OnBalance to monitor your banking activity and manage your cash, savings accounts, and credit card accounts.


You can open the Financial Accounts screen in one of the following ways.


You can open the Financial Accounts screen in one of the following ways.

  • Tap > Financial Accounts.
  • Tap More > Settings > Financial Accounts.

Balances are available for all accounts on the Home dashboard.


You can open the Financial Accounts screen in one of the following ways.

  • Tap > Financial Accounts.
  • Tap More > Settings > Financial Accounts.

Balances are available for all accounts on the Home dashboard.

In this screen, you can see a list of your accounts and do the following.

The availability of some or all of these features depends on your OnBalance bundle.


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