Managing Your Recurring Accounts and Payments

In this video, I walk you through the process of reviewing your recurring merchants and accounts after connecting your credit score. You'll need to determine if each account is truly recurring and link it to the appropriate account, ensuring you select the correct payment due date from your credit report. It's crucial to categorize these correctly, whether they are income or expenses, as this will help us create an accurate cash flow plan. Please take your time with this process and hit save once you've made your selections. If you encounter any issues or need to add a recurring merchant manually, I provide guidance on how to do that as well.

• Connecting Credit Score

• Set Payment Due Dates

• Categorize Income and Expenses

• Adjust Frequency of Payments

• Manage Recurring Merchants