Account Balances
-
Deposit Accounts
Ord Account Name Available Balance Current Balance 1 
xxx0000 Savings $10,538.23 $10,538.23 
2
xxx4567 Diane Jones
3
xxx5678 Primary Checking $2,000.57 $2,000.57
4
xxx4321 Paul McConnel
5
xxx8765 College Checking $34.76 $34.76
Total: $12,573.56 $12,573.56 -
Loan Accounts
Ord Account Name Payment Due Date Amount Due Current Balance 6
xxx6789 Line of Credit 10/18/2019 $4,091.13 $5,008.87
7
xxx4534 Chevy Suburban Auto Loan 10/10/2019 $1,235.44 $12,834.67
8
xxx 101 Vacation Home Mortgage 10/10/2019 $1,235.44 $150,000.67
9
xxx3456 Home Equity 10/10/2019 $1,435.44 $39,000.00
10
xxx7665 Commercial Loan 10/18/2019 $4,491.13 $5,608.87
Total: $12,488.58 $212,453.08 -
CD and IRA Accounts
Ord Account Name Interest Rate Maturity Date Current Balance 11
xxx1111 CD Super Saver 4.500% 10/03/2017 $5,465.00
Total: $5,465.00
Renaming your accounts
You can rename your account by clicking the triangle next to your account code to see the detail section and then clicking "rename".
Reordering account groups
Account groups can be reordering as you like by clicking the group name and dragging it on the screen
