Once you have learned to use Mi Banco Online tool you will be able to take control of your expenses and your budget, identify expenses, make adjustments and save. The new tool provides the following features that will enable you to control your personal budget.
Now that you have the option of seeing your transactions graphically doughnut or bar chart, you will be able to filter them in the following manner: Debit, VS (cash flow), Credit, Time, Categories or Tags.
What is the VS filter?
Here you will be able to compare your expenses vs your income for the past six months with the help of a bar chart. Remember that you may select additional months in the Timeline for any of the selected filters. You may also switch your view between a bar or a doughnut chart when you wish, except when you choose the VS filter.
Categories
Select between the pre-established 19 categories and take into consideration how much you are spending in each of them; from food, kids, to health, travel, among others. You will also be able to add personalized sub-categories within the category and edit transactions in a given category for better analysis. For example, within the kids category you may add a sub-category for uniforms.
Tags
With the tag feature you will be able to group transactions in different categories that relate to each other.
Why are they useful? Imagine that you managed to save $1,200 to remodel your kid's room. If you add a tag in each transaction related to your remodeling the tool will group all of them. This way you control your paint, furniture and tools expenses in an organized manner. It helps you be on top of your expenses and be fair to the budget established for the remodeling.
Notes
Add notes to your transactions to remember where your money went. For example, if you withdrew $10 for lunch you will be able to search the money withdrawal within the uncategorized category and there you may add a note that states – used for lunch.
Rules
To change a transaction from the pre-established category to another of your preference you have to create a rule. After the rule is created the transaction will fall in the category of your preference. For example, you may create a rule that states that every time you go to your favorite food truck the transaction falls in the Fast Food category instead of in the Restaurant one.
Modify Transactions
If you wish to edit the transaction's category or add information just go to the transactions list below the graphics or in the account section and look for what you wish to edit. When you select the transaction you may be able to do the following:
Edit the description
Edit or change categories and sub-categories
Create or assign tags
Add a note to the transaction
Activate or create new rules
Future Me
Learn more about the tools and services available to manage your accounts and help you achieve your goals.
You are currently in Banco Popular of Puerto Rico's website (popular.com).
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You will be leaving Banco popular.com and entering a third-party website (linked website). The third-party website’s privacy policy and security practices may differ from BPPR.
BPPR is not responsible for the accuracy or content of information contained in this linked website and no guarantee is given that the information provided in this linked website is correct, complete, and up-to-date.
BPPR expressly disclaims all liability for, damages of any kind arising of, use reference to, or reliance on any information contained within the linked website.
This link does not constitute an endorsement by us of the third-party and its products and services.
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You are leaving popular.com and entering a website owned and operated by Chubb Group (“Chubb”). The privacy policy and security practices of Chubb’s website may differ from those adopted by Popular.
Insurance products and services are offered by Popular Insurance LLC (“Popular Insurance”), a subsidiary of Popular, Inc. (“Popular”) and an affiliate of Banco Popular de Puerto Rico (“BPPR”).
Popular Insurance is a General Agency and Authorized Representative duly authorized by the Puerto Rico Insurance Commissioner’s Office to offer and sell life, variable life, variable annuities, disability, property and casualty, and title insurance and health related employee benefit services in Puerto Rico.
Insurance products are not deposits, are not insured by the FDIC or other Federal Government Agencies, and are not guaranteed by BPPR or any of its affiliates, including Popular.
Popular and BPPR do not offer, underwrite issue or sell insurance products.
If you acquire a travel insurance policy, the policy will be underwritten and issued by Chubb Insurance Company of Puerto Rico, a subsidiary of Chubb.
Chubb is not affiliated to Popular, Inc., Popular Insurance or BPPR.
Popular, Popular Insurance and/or BPPR are not responsible for the accuracy or content of the information contained in Chubb’s website and no guarantee is given that the information provided in such linked website is correct, complete, and up-to-date.
Popular, BPPR and Popular Insurance expressly disclaim all liability for damages of any kind, reference to, or reliance upon any information contained in the linked website.
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Credit Reporting Disputes You have the right to dispute the accuracy of the credit information we have reported by writing to us and describing the specific information that is inaccurate or in dispute, and the basis for any dispute with supporting documentation, to the address below.
Banco Popular de Puerto RicoPO Box 71589San Juan PR 00936
Please write a letter with the following information:
Full name
Mailing address
Account number in question
Date of birth
A detailed description of the issue and the desire resolution.
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With this service, we offer you assistance on information about your products and banking services. For information about balances, making payments and/or transfers, you should log in to your Mi Banco Online account or call TeleBanco Popular® at 787.724.3650
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