A Quick Guide to Managing Your Accounts with MX

Simplify Your Money: A Quick Guide to Managing Accounts with MX

Keeping track of your finances doesn’t have to be overwhelming. Adding your accounts—whether it’s checking, savings, credit cards, loans, retirement accounts or even cash—gives you the full financial picture you need to set goals, build budgets, and make confident money decisions. Whether you're just getting started or need a quick refresher, this guide will walk you through how to add, manage, hide, or merge accounts in MX—so you can stay organized and in control.

How To Add an Account​

1. In Accounts, select + Add an Account.
2. Search for a financial institution by its name or URL, or select one from the list of popular institutions.
3. Enter the requested login credentials.

Note: Some institutions use multifactor authentication as part of the login process.

How To Add a Manual Account​

Sometimes it’s not possible to automatically bring in important financial information. It might be that one of your financial institutions doesn’t support our software, or it might be that you paid off your home a decade ago, so there wouldn’t be an online account with any information about it.

In these situations, you should add a manual account. This will allow you to keep track of things with a lot of value: property like a home or car, cash that isn’t in a bank, a credit card that isn’t compatible with the tools, a loan you’re paying back to a friend.

These are all critical to your finances, so feel free to add as many as necessary.

Tip: If you have a mortgage or loan that was used to buy property like a home or a car, you should add a manual account for the full value of that home, car, and so on. That way, the app will keep track of the positive value of your assets and not just your debt.

Manual accounts must be updated using manual transactions.

To add a manual account:

1. Select + Add an Account.
2. Select + Add Manual Account.
3. Choose an account type.
4. Enter the details.
5. Select Save.

How To Delete a Manual Account​

You may wish to delete a manual account from time to time, like when you sell a computer, car, or even your home.

To delete a manual account:

1. In Accounts, select the account you wish to delete.
2. Select the menu button, then select Delete Account.
3. Type "DELETE".
4. Select Delete, or click out of the delete box if you change your mind.

How To Hide an Account​

If you don’t want an account to be used in any of the available features or reports, you can choose to hide the account. This way, no information or transactions from that account will be factored into other tools. The data related to that account won’t be deleted, however, and you can easily unhide an account.

To hide an account:

1. In Accounts, select the account you want to hide.
2. Select the menu icon, then Hide Account from the dropdown.
3. A warning message will appear asking if you really want to hide the account.
4. Select Hide to confirm, or click out of the box if you change your mind.

Your hidden accounts will still be visible in Accounts. They’ll show at the bottom of your accounts list, with their icons grayed out and marked “Hidden."

How To Unhide an Account​

1. In Accounts, select the account you want to unhide.
2. Select the menu icon, then Unhide Account from the dropdown. Your account data will appear immediately and will now be included in other features.

How To Merge Duplicate Accounts​

Duplicate accounts can appear when existing account connections are altered, such as when a financial institution changes the way they name accounts in their system, or when a lost or stolen credit card is replaced. When the account is relayed to the tools under a different name or identity than in the past, it's created as a new account. This type of duplication can be fixed by merging the accounts to ensure all data is retained.

Warning: Merging an account can't be undone.

To merge duplicate accounts:

1. Determine which account is the original. It should have a longer transaction history than the new account.
2. Select the original account.
3. Select the menu icon, then select Mark as Duplicate from the dropdown.
4. Select the duplicate account from the list of accounts that appears. A message will appear warning you that merging two accounts into one can’t be undone.
5. Select Merge.
6. Type the word “MERGE” and select Confirm to complete the process.

How To Resolve a Connection Error​

If there's a connection error on an account, you'll see an error icon over the account.

To resolve a connection error:

1. Select the account with an error. A window will appear explaining the connection issue.
2. Follow the troubleshooting steps indicated for your connection.
3. If you're unable to reconnect the account, submit a support request.

Take Control of Your Financial Picture

Managing your money shouldn’t be a guessing game. By linking your accounts—whether automatic or manual—you’re setting yourself up for better insights and smarter decisions. MX makes it easy to keep everything in one place, so your finances can finally feel more like a plan and less like a puzzle. Learn more about MX.

Now that your accounts are connected, start creating your budgets.  Learn how!

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