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Online Banking Tip of the Day: Add a Web Address to a Manual Account in CNBudget Central

July 24, 2013

Did you know you can add a web address to a manual account in CNBudget Central, allowing you to connect directly to its website?  This is a nice shortcut to access an online account that you were unable to link and had to add it as a manual account.
How:  You can include a web address at the time you add a manual account, or you can always add it later.  To add a web address to an existing manual account, go to the ‘Manage Accounts’ menu and select ‘Manage Sites and Accounts’.  Click the ‘Edit Manual Account’ link in the ‘Action’ column for the account you wish to add a web address to.  Enter the web address in the ‘URL’ field and click ‘Update Account’ in the bottom right.  Once you associate a URL with a manual account, you can then navigate to the website using a link within CNBudget Central.

Related Tips:
Add a Manual Account in CNBudget Central
Using Search when you Link an Account in CNBudget Central
Giving a Nickname to an Account in CNBudget Central
Setting a Default Transaction Category for an Account in CNBudget Central

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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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