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Family Profile: Financial Tab

The Financial tab contains all of the family's Transactions, Invoices, Credit Cards, and Checking Accounts.

By default, the Transactions sub-tab will open. To access the family's invoices or payment methods, click the respective tab.

Transactions

The Transactions tab provides an itemized list of every transaction associated with the family's account, as well as the ability to add/edit/delete transactions.

Read our article on the Transactions tab to learn more.

Invoices

The Invoices tab allows admins to view/add/edit/delete the family's payment schedules and invoices. Admins may also generate and send invoices to the family on an individual basis (separate from the invoice batch) and manage the family's invoice preferences from this tab.

Read our article on the Invoices tab to learn more.

Credit Cards

The Credit Cards tab provides the saved credit cards associated with the family's account, as well as the ability to add/edit/delete credit cards.

Read our article on the Credit Cards tab to learn more.

Checking Accounts

The Checking Accounts tab provides the saved checking accounts associated with the family's account, as well as the ability to add/edit/delete checking accounts.

Read our article on the Checking Accounts tab to learn more.

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