The Account Balancer feature, available exclusively in EveryDollar Mobile, helps you match your actual bank balances with your Fund balances in your EveryDollar budget so you can keep them in sync.
Setting Up the Account Balancer
Open EveryDollar mobile and head to the Accounts page. Once you are on the Accounts page, you will see the Account Balancer at the top.
Tap Assign Funds.
Next, you'll see a drop-down list of the Funds you have in your budget, which can be assigned to your connected bank accounts. Tap the drop-down arrow to see your Funds.
Tap on the Assign Funds button under your connected bank accounts to select which Funds in your budget you want to assign. Once you have selected the desired Funds, tap Save.
- Once you've assigned your Funds, you'll see that EveryDollar indicates if there's a discrepancy, and whether the discrepancy is caused by your bank account or the selected Fund's balance.
Next Steps
Now that your Funds are assigned, check if there is a discrepancy between the bank account balance and the Fund.
If the Fund balance needs to be updated, follow the steps in this guide: How to Use Funds - Existing Savings.