External Account Management
Where can you update external accounts?
Link external accounts.
Which financial application shows recurring payments?
Subscriptions & Bills.
What are the two categories covered under additional My Makingcents links?
Insights and goals.
How often is information updating?
Information is updated upon each authentication.
True or False.
Can you unlink NFCU accounts in External Accounts? False
False
In Accounts, what are the ways you can organize your account view?
Institution Account type Account Groups (customizable).
What are the standard insights covered under additional links?
Your seasonal home maintenance spending (investment value management while savings) and get the most out your checking account (product change).
True or False:
The member's personally identifiable information is sold by Yodlee or Navy Federal Credit Union.
False
what does refreshing accounts allow for?
Allows accounts to be reauthenticated, relog in.
The Cash Flow app graphs which flows and for how long?
Inflow, outflow, and net cash flow over a user-selected range of one month and one year.
How many Financial goals do we discuss under the goals tab?
6 goals.
True or False:
External accounts can be managed after being added.
False, the member can only view their account information in My MakingCents.
Which action removes an account without permanently deleting it?
Archiving accounts.
What provides members with a clear view of their income and expenses across all accounts.
The Spending tab.
How does My MakingCents track your goals?
When a member select a goal, a priority number is assigned based on the order that it was selected.
True or false:
Member can export their My MakingCents data.
False, members cannot export or download their My MakingCents information.
What account type does not populate automatically on My MakingCents?
NFCU Mortgages.
Accounts, cash flow, cash forecast, budget, credit card usage, investment holdings, net worth, recent transactions, spending and subscriptions & bills.
What are all 6 financial goals?
Emergency funds, lowering debt, retirement, improving credit score, building wealth and managing spending.
Which 6 financial accounts can be linked in My MakingCents?