AMPLIFY MoneyTracker
Frequently Asked Questions

 

We've collected some of the most frequently asked questions about MoneyTracker and present them here. This list will continue to expand as we get more questions and feedback, so check back often!

 

Q: Is MoneyTracker secure? Does AMPLIFY use the data from my other bank/card accounts for any purpose? Can AMPLIFY employees see this information?

 

A: Your information is stored in an encrypted database and "extra" sensitive information is encrypted prior to it being stored in the database. This means there are two levels of protection for your information, and AMPLIFY employees do not have access to this encrypted information. MoneyTracker does have the capability to display small banner advertisements that are context based, but this functionality is not being used at this time. For example, if this feature were active, you might see a small advertisement for our car loan rates if you have an ACH debit from Ford Motor Credit in your account history.

Q: Why are there X's over part of my account number in MoneyTracker?

 

A: This is a security feature. By default, MoneyTracker hides 50% of the account number by showing X's instead of the number. You can change this behavior by clicking on profile and choosing a different option for "mask account numbers". Also, to help you identify your accounts more easily, you may want to click on "edit" next to the account and assign it a friendly nickname like "Primary Checking" or "Backup CC".

 

Q: How do I log out of MoneyTracker?

 

A: MoneyTracker is integrated within Online Banking. When you are finished with MoneyTracker, simply use the navigation at the top of the screen to perform other transactions within Online Banking, or log out.

 

Q: How do I add my AMPLIFY credit card to MoneyTracker?

 

A: To add your Amplify Credit card:

  • go to "add accounts" from the Accounts Summary page
  • from the institution list, select "Amplify Credit Cards (AMEX, MasterCard, Visa)
  • you may have to click "Most Popular Institutions" first
  • then follow the instructions.

 

Q: How do I add categories such as Savings, Business Expenses, etc?

A: Click on Categories in the top menu bar to see of list of your current (default) categories.  There is a little green plus icon in the top right, which you can use to add categories.  You can also setup rules for categories to help MoneyTracker auto-categorize transactions for you.  Rules are just comma separated lists of words, for example the DiningOut category rule list looks something like "mcdonalds,wendy's,burger king".

Q: How do I automatically categorize transactions? Example: all Home Depot transactions automatically categorized as "home improvement" OR all "Eye Clinic of Austin" transactions automatically categorized as "medical" ?

 

A: You can do this with the existing category rules. Whenever new transactions arrive in MoneyTracker, they are automatically tested against all of your category rules (for example, a transaction with McDonalds in the description automatically goes in the DiningOut category because of a category rule).

 

To add a Home Depot rule as in our example above:

  • click on categories
  • find the household category
  • click the edit icon on the left
  • add Home Depot to the rule list
  • save the category

Now, any new Home Depot transactions that arrive in MoneyTracker will be placed into the household category.

To force existing transactions to be categorized with the new rules, click on the auto categorize icon (an arrow with a box) at the top of the a transaction list.

 

Q:  How do I get BillPayer transactions to auto-categorize? They all say "BillPayer"?

 

A: Right now, there is no way to automatically categorize them further than "BillPayer". However, you can see the details of the transaction on the "memo line" and a future release of MoneyTracker will be able to auto-categorize by the memo line. To view the memo line:

  • go to your profile
  • click "show memo line"
  • save
  • MoneyTracker will now show the second line of info that some transactions have (like BillPayer transactions)

Q: How do I set up an RSS feed from MoneyTracker?

 

A: We've got an entire page dedicated to the RSS functionality. Click here to view the RSS setup page.

 

Q: I have extra unused (cancelled) credit card accounts listed in MoneyTracker, but can't figure out how to delete the old ones. How do I do that without deleting all of them for the same institution?

 

A: Unfortunately right now you can only delete the whole institution, not individual accounts within the institution. We have added this request to our list of features to investigate. One helpful workaround is to use the favorite accounts feature. You can mark some accounts as favorite (the yellow star icon), then tell MoneyTracker to only display your favorite accounts (show favorites link in the top right of the accounts summary page). You could mark all of your accounts as favorites except for the 2 cancelled accounts, then show only your favorites.

Q: How do I get Moneytracker to pull in all of my credit card transactions for the year? It only picked up a month or two.

 

A: MoneyTracker can only pull in the transaction history that is available from the financial institution. MoneyTracker always asks for a full year of data, but most institutions only make 30-60 days of data available.

Q: I don't see my most recent transactions in MoneyTracker. How often does it update the information from Online Banking's transaction listing?

 

A: MoneyTracker does not update at any specific time since updating thousands of accounts would take hours and put a heavy load on the server. Instead, MoneyTracker is constantly working to update accounts. Accounts that are older than 12 hours are updated in the order of "oldest first".

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