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Online Banking Tip of the Day: Maintaining Account Associations With Account Groups in CNBudget Central

May 22, 2013

Did you know that CNBudget Central makes it easy to select which of your accounts you want in an account group?
How:  From the ‘CNBudget Central’ tab, go to the ‘Manage Accounts’ menu and choose ‘Account Groups’.  Displayed under each group are the accounts associated with that group.  To the right of an account group, select ‘Edit’ to add or remove accounts.  In the ‘Select’ column, place a checkmark next to each account you want associated with the group and remove the checkmark if you no longer want it in the group.  After you have selected the accounts for this group, at the bottom right of the page press ‘Update Account Group’.

Related Tips:
Editing the Name of an Account Group in CNBudget Central
Using Account Groups to Help Organize and Sort in CNBudget Central
Deleting Unnecessary Account Groups in CNBudget Central

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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