How do I set up the Insights tool?

1. Add additional accounts from other financial institutions to view all your accounts in one place.
2. Customize the ‘tag’ names on your transactions to get the most accurate financial picture.
3. Set up monthly Spending Targets within the ‘Budget’ area to organize your tagged transactions.
4. Use ‘Cashflow’ to track regular incomes and bills.
5. Create specific financial targets under the ‘Goals’ tab.

If you have questions or issues with any of the above steps, reference the appropriate section of this FAQ. If you still can’t find an answer to your question, please enter a support ticket within Insights > Help.