Setting Up MoneySMARTS Account Tracking Wizard | Two-Way Tracking Explained

Learn how to set up the MoneySMARTS Account Tracking Wizard and enable two-way tracking between your bank accounts, credit cards, and MoneySMARTS 2.0 checkups.
This video covers everything from syncing financial data, managing account tracking across different periods, and ensuring your financial records stay accurate and up-to-date.
⏰ Timestamps:
0:06 - Introduction: Two-way tracking in MoneySMARTS 2.0
0:40 - Setting up MoneySMARTS account tracking
1:04 - Establishing the two-way connection between MyFINANCIAL Cards and checkups
1:25 - Why some accounts may already display values on specified dates
2:10 - Example: Making bulk updates to accounts and reflecting them in MoneySMARTS
2:38 - How to stop and resume tracking for specific accounts based on opening dates
3:51 - Automatically tracking newly created accounts from the start date
4:37 - Example: Adjusting the tracking start date for a new account
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