I am trying to use the Track Spending tools within the USAA dashboard. I cannot get anyone on the phone that knows how to use it. Does anyone have any tips in how to use it??? I have groups of transactions that are being excluded, and I can't figure out how to bring them back. My husband has a totally different look and feel view and anything I categorize is not matched up.. Help.
Hello and thank you for reaching out to us. USAA is currently going through a conversion from the Money Manager platform supported by Yodlee to a new platform supported by MX Technologies. Members who have already been converted to the MX platform will have a completely different experience. Some features are still under construction and will be released as soon as they are ready. We apologize for this inconvenience of the features you may be missing at this time. We understand the concern this is causing you and we are working diligently on those features you are missing. Thank you!