Linking Accounts to My Money Manager

Learn how to manually add and categorize external financial accounts to your online banking dashboard. This guide walks you through entering your account details and balances so you can easily track your full financial picture.

Elizabeth Hughes
17 steps
53 seconds

Ucbi

Navigate to [**https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/dashboard**.](https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/dashboard)

Before you can begin managing your finances, you need to link all of your accounts, credit cards, and loans to our My Money Manager tool. Click **Link Account** at the bottom of the My Money Manager content block.

Locate your financial institution using the list or search bar.

**Tip:** Make sure you have your sign in information for each account on hand as you will be prompted to log in.

If you do not see your financial institution listed, you can add an account manually by clicking the **Get Started** button.

Enter a name of the account in the *Account name* field

Choose the account type from the dropdown.

Enter a balance, if desired.

Enter the name of the financial institution, if desired.

Enter the APY of this account, if desired.

Select **Save** to add this account.

Your account has now been added! Click **Done** to dismiss the pop up

**Tip:** After an account is linked, the balances and transaction history for each account are automatically imported. Once all accounts are attached, you can take the first steps towards managing your money.

Click the three dots in the My Money Manager content block to view more financial tools.

Click **Spending** to view your account spending.

Filter which accounts appear in My Money Manager by clicking the icon here.

Click the checkbox to add more accounts to the spending view.

Click the **Filter** button to confirm.

Select **Link Account** if you would like to add additional accounts.