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Online Banking Tip of the Day: Selecting Accounts to use for the Net Worth Statement in CNBudget Central

April 24, 2013

Did you know you can customize which of your accounts are used for the net worth statement in CNBudget Central?
How:  From the ‘CNBudget Central’ tab, go to the ‘Accounts Overview’ menu and choose ‘Net Worth Statement’.  To select which accounts to use for the net worth statement, click on the ‘Edit Net Worth Preferences’ link at the right toward the top of the page.  All the accounts you have in CNBudget Central will be listed and you can check or uncheck which accounts you wish to have displayed for net worth.  Click the ‘Update Settings’ button for the net worth statement to reflect any changes.  This is perfect if you have accounts in CNBudget Central you wish to have excluded from the net worth statement.

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Additional information about CNBudget Central

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day