- Go to MoneySMARTS on the main menu. Click here to find out how.
- Select MoneySMARTS -> Monthly Check-Up.
- This will be the page where you can do your monthly check-up for your primary account and credit card. You will be able to track and understand your money and cash flow position on this page since doing the monthly check-up would also coincide with your monthly recurring bills as well. If you have to do your monthly check-up already, just click on the icon at the lower right bottom of the screen.
- As mentioned in the MMSA book, you must report your monthly primary account and credit card balance on this page once a month to better understand your cash flow position. In Moorr’s MoneySMARTS 2.0, the check-up’s total account balance and credit card balance is reflective of the sum of your chosen tracked accounts.
- Once you’re done, just click the Check-Up button.
👉 Navigate your financial journey with Moorr’s comprehensive toolkit! Get the Moorr App on Play Store or Apple Store.