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MyMoney Frequently Asked Questions

What is MyMoney 

MyMoney is First Bank’s new personal financial management tool. This service allows your to budget and manage your finances by aggregating all of your accounts across multiple financial institutions so you can see balances and transactions all in one place, on any device. It’s safe, secure, and as convenient as it gets!

Can I transact against my linked accounts? 

No, linked account information is display‑only.

Why won't my linked account import into MyMoney? 

Not all types of online banking accounts are compatible. For example, you can only link accounts from domestic, US‑based financial institutions. If a specific financial institution does not appear during a search, it may not be currently accessible through our aggregation services. Financial institutions can be added so be sure to check back in the future.

If I update my login information for a linked account, how do I update it in MyMoney? 

Swipe left on the account or click the two vertical bars on the account tile to reveal the Quick Actions. Click Update Login. When the Link Account window appears, make your changes and click Save.

Can I change the names of MyMoney categories? 

You cannot change the names of or delete the default categories or subcategories. You can add your own subcategories and then rename or delete them as you choose.

Can I export my categorized transactions from the Account Details page? 

Yes, for internally‑held accounts (not linked accounts), you can export transactions. The exported data will include category information if the selected format supports it.

Can I print MyMoney reports? 

Yes, using the printing capabilities built into your Internet browser to print MyMoney charts and graphs.

If I hide a linked account held at another financial institution, will MyMoney continue to pull transaction data from that account? 

Yes, as long as at least one other aggregated account for that financial institution is visible. If you hide all accounts for a given aggregated financial institution, they will all be deleted from your profile completely and MyMoney will no longer receive transaction data for those accounts.

How will I know if my login credentials are out of date for a linked account? 

A Last Updated date appears on each linked account tile. If MyMoney determines the credentials are invalid, a warning icon will appear along with the length of time since the last successful update. If you click through to Account Details for the account, the system will prompt you to update the credentials for that account.