Cash accounts are integrated with the Personal Capital "Budgeting" tool, making them perfect for using (and keeping track of) your monthly expenses and income.
If you would like a Cash account transaction (deposit, withdrawal, payment, etc.) to be included in your budget, you will need to assign a budget "category" to the transaction. Here's how:
1. Login to your Personal Capital Dashboard, and select your Cash account
2. Select the transaction
3. Select the "Category" option
4. Assign the category that most closely aligns with your transaction
That's it! Your transaction is now included under the budgeting tool on your Personal Capital Dashboard.
You can also assign a "tag" to your transactions (medical, reimbursable, tax related, etc.) for even greater management of your Cash account transactions.
To view your budget, and your included budget transactions, select the "Budgeting Tool" on your Personal Capital Dashboard or the Personal Capital mobile app.
