User Guides for Your eMoney Financial Dashboard
More and more of our clients are using their eMoney Financial Dashboard to get a single, consolidated view of their financial picture. Some clients are taking this a step further by adding their bank accounts and credit cards to make this site an easy place to track their spending goals and monitor activity. Use these PDF guides to help you get the most out of the site - from just signing up to using advanced features.
Secure Access for all Clients
Get a registration link: All of our clients can access their own Financial Dashboard, please email info@financialalternatives.com if you would like a renewed registration invitation.
Multi-layered security: Your Financial Dashboard cannot be used to move or withdraw money, and eMoney uses encryption, 2-factor authentication, testing and intrusion detection to help prevent unauthorized access.
Get Started
Registration Process: Here’s how to set up your access to the eMoney Financial Dashboard.
Use on iPhone/iPad or Android devices: Your Financial Dashboard is an advanced mobile-enabled site, these guides show you how to bookmark it on the home screen of your device so you can use it like any other App.
Connect Accounts
Adding Accounts: Here’s how to add an outside account like your bank or credit union checking or savings accounts.
Link a Manually Entered Account: Here’s how to convert a manually entered asset or liability to make it a live, connected account.
Link to Tamarac Portfolio View: Register and add single sign on access from eMoney. Portfolio View gives you daily-updated investment information organized the same way as your quarterly reports.
Work with Spending and Transactions
Review Spending and Create a Budget: By default, your spending information is not shared and no budget is set. Here’s how to review your transactions and apply a spending plan to match.
Reference List of Spending & Budget Categories: eMoney automatically classifies transactions on your connected accounts using these default categories and subcategories.
Customize Your Transactions: Create rules to automatically re-categorize transactions, create new subcategories, hide duplicates, and export your transaction data.
Review Goals
Explore Mode: Client users can add or modify goals to test the impact of different scenarios without changing the base plan.