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My$Dashboard

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Q: Why should I use My$Dashboard?
A: We provide the tools to help you manage and track ALL of your finances and have fun! We'll help you to create a budget, identify where all of your money goes each month, set spending targets, and identify ways to cut back on spending while saving more. We'll also help you to track your upcoming bills and incoming cash, and create and track your personal goals! Make managing your money enjoyable, educational, and entertaining. It's secure, safe, and easy. You've got nothing to lose, only money to gain!

Q: How do I start?
A: To get started, follow these simple steps:

  1. Log into your account.
  2. Add at least one new account.
  3. Customize the "tag" names on your transactions to get the most accurate financial
    picture.
  4. Enter fixed items into your Cashflow.
  5. Set up your Budgets.
  6. Check out Answers.
  7. Create a Goal!

If you have any issues with any of the above steps, please create a support ticket.

Q: How do I contact you?
A: If you have a question or comment, please create a support ticket. Thanks!

Q: Is my information secure?
A: Yes, your information is secure because we use several layers of security. First, your account information resides behind a firewall that is protected from unauthorized entry. In addition, all sensitive data is encrypted in the data warehouse and sessions are protected by your password, the security built into your browser, and SSL (Secure Sockets Layer), the standard security technology for establishing an encrypted link between a web server and a browser.

Q: What happens to my financial institutions' usernames and passwords?
A: Your financial institutions' usernames/passwords get sent directly to our aggregation provider, CashEdge. Your added financial institutions’ usernames and passwords are NOT stored on our site. We do create a unique ID that connects you with CashEdge. This allows for the automatic updating of your accounts.

Q: Do you collect my data?
A: Yes, we collect data. But we do NOT collect data specifically connected to YOU.
For example, we collect averages that people spend on car loans. But we do not know the specific balance remaining on Joe Smith's loan used to purchase his collector '72 Camaro.
That information is between Joe and his lender. So yes, we collect information, but it is anonymous. We respect your privacy and take the matter very seriously.

Q: Can a hacker access my financial data?
A: We've taken specific measures to ensure a very secure system. We also are required to have security suitable for interaction with other financial institutions. Security is of paramount importance to you and us, so we take the steps needed to mitigate risks.

Q: Can my identity be stolen?
A: The risk of stolen identity is extremely low. Make sure you keep your online banking username and password to yourself and no one will access your account under false pretenses. Furthermore, our support staff may ask for your username or email address, but NEVER your password.

Q: What is CashEdge?
A: "CashEdge has been the preeminent provider of online funds transfer and personal financial account aggregation services to financial institutions for nearly ten years and, today, provides its services to hundreds of financial institutions, including the majority of the nation's largest banks.
CashEdge serves institutions of all sizes, ranging from some of the world's largest banks (including Bank of America, Citibank, and Wachovia), to regional, mid-sized institutions (including First National Bank of Omaha, Central Pacific Bank and Huntington Bank), to credit unions (including Boeing Employee's Credit Union [BECU], Patelco, and Digital Federal Credit Union [DCU]) among others. In the Brokerage and Wealth Management segment, clients include The Vanguard Group, Pacific Life, Cambridge Investment Research, and American Portfolios."

Q: I'm nervous about adding all of my accounts.
A: Using our PFM site is just as secure as using your current online banking system.
There are several reasons:

  • None of your accounts are actually all in one place. Your accounts are still safely at their respective financial institutions. We just allow you to monitor them in one convenient location.
  • We do NOT store any of your added financial institutions’ sensitive data or passwords.
  • It is in our best interests as a business to earn your trust. We wouldn't create anything
    that would be risky to use because ultimately that would reflect poorly on us.

Q: What shows up on my Dashboard?
A: You can view the following items from your Dashboard:

  • Automatically uploaded accounts
  • Daily account transactions
  • Your customizable widgets which can include goals, budgets, bills, net worth, and more

To view a complete list of My$Dashboard FAQs, please click here.

Ask us if you don't see the question you are looking for: