Empower Personal Cash accounts are integrated with the "Budgeting" tool, making them perfect for using (and keeping track of) your monthly expenses and income.
If you would like an Empower Personal Cash account transaction (deposit, withdrawal, payment, etc.) to be included in your budget, you will need to assign a budget "category" to the transaction. Here's how:
1. Login to your Dashboard, and select your Empower Personal Cash account
2. Select the transaction
3. Select the "Category" option
4. Assign the category that most closely aligns with your transaction
That's it! Your transaction is now included under the budgeting tool on your Dashboard.
You can also assign a "tag" to your transactions (medical, reimbursable, tax related, etc.) for even greater management of your Empower Personal Cash account transactions.
To view your budget, and your included budget transactions, select the "Budgeting Tool" on your Dashboard or the mobile app.