Skip to content
Log in
  • There are no suggestions because the search field is empty.

My Money

Summary

This guide explains how to manage and track your personal expenses and budget within the platform, providing you with an overview of your financial records.

In this article

  • Before you begin
  • Step 1: Access the "My Money" section
  • Step 2: Track your Money
  •  Frequently Asked Questions (FAQ)

Before you begin

        •       Ensure you have access to the "My Money" section in your account.
 
        •       Be familiar with your personal budget and expense limits.

Step 1.  Access the "My Money" section

  1. Navigate to the "My Money" section from your main dashboard.
  2. Here, you will see an overview of your personal expenses, available budget, and spending history.

Step 2. Track your Money

  1. In the "My Money" section, review your allocated budget and monitor your spending.
  2. Track how much of your budget is remaining and adjust your spending accordingly.

Frequently Asked Questions (FAQ)

1. Can I add multiple expenses at once?

Currently, you can only add one expense at a time. Repeat the process for each expense you want to add.
 

2. What happens after I add an expense?

Once added, the expense will appear in your spending history, and your available budget will be updated accordingly.

3. Can I edit an expense after adding it?

Yes, if the expense has not yet been finalized or submitted for review, you can edit it.
 
 

4. How do I track my budget limits?

The "My Money" section provides an overview of your budget status, showing how much has been spent and how much is left.