How do I update the Balance for Deposit-Only Accounts?

Note:

Before updating your balance in any “Deposit-Only” Account, ensure that the CashWise Assistant Chrome Extension is installed, if not installed, follow this FAQ.


Using the CashWise Assistant will enable CashWise to pull data from your DBS, OCBC and UOB Accounts when you are logged into both CashWise and bank accounts at the same time. Data collection only occurs if you approve it during your bank login session. It’s recommended that you update your Bank Account info using the CashWise Assistant at least once a week to ensure we have accurate information to work from.


How to Manually Update Deposit-Only Account Balances


Step 1: Log into Your Bank Account in your Browser


Step 2: Click on the CashWise Chrome Extension:







Step 3: Press Update Balance an wait (up to 3 minutes):





While Updating:





Step 4: Check back in CashWise for Updated Graph



You are all set!


After updating the balance, CashWise will also update any recommendations to you. You will be alerted if you see a number on the CashWise icon.

Recommended Manual Transactions

The CashWise Assistant will show you if you have any recommended transactions pending, please review and implement at your discretion.