Money Management Financial Tools

Link external accounts in order to view their balances and history within VeraBank Online Banking and Apps.

For Money Management, what is the 'Net Worth' tool?
The New Worth tool allows you to see the total value of all internally-held and linked accounts to view your net worth over time. To use the Net Worth t...
Thu, May 9, 2024 at 11:55 AM
For Money Management, what is the 'Debts' tool?
The Debts tool allows you to see all of your debt accounts in one place and to calculate how making additional payments, or applying a different paydown str...
Thu, May 9, 2024 at 11:56 AM
Can I split a transaction between multiple categories?
Yes, you can split a transaction between multiple categories.  Please note: In order to use categories for transactions, please enroll in Money Manageme...
Tue, May 14, 2024 at 11:34 AM
How do I change the category of a transaction?
Yes, you can change the category of a transactions. Please note: In order to use categories for transactions, please enroll in Money Management first. V...
Tue, May 14, 2024 at 11:34 AM
Can I change the description or name of a transaction?
Yes, you can change the description or name of a transaction. Please note: In order to change the description or name for transactions, please enroll in...
Tue, May 14, 2024 at 11:34 AM
Can I add new categories to Money Management?
Yes you can add new sub-categories to Money Management. Please note: In order to use categories for transactions, please enroll in Money Management firs...
Tue, May 14, 2024 at 11:32 AM