Max Credit Union Online Banking Consumer User Guide

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Add an Unlinked Asset or Debt Add a bill or income to your cashflow.

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In the Insights tab, click the Net worth tab. 1. Click the Add Asset or Add Liability buttons.

2. If the asset is an account at another bank or credit union, click the Link Account button. Go to page 60 for more information about linking an account. 3. To add an unlinked asset: a. Enter a name. b. Enter an amount. c. Click the Save button. Settings: Net Worth