MONEY MONITOR Frequently Asked Questions (FAQs)

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1 MONEY MONITOR Frequently Asked Questions (FAQs) Contents Link Account... 5 How do I start with?... 5 Why should I add all my accounts?... 5 How long will it take me to add my accounts? What information do I need to add my accounts?... 6 What types of accounts can I add?... 6 Why and How do I create manual accounts?... 6 How do I remove an account?... 7 Security... 7 How secure is Money Monitor? How do you protect my account passwords and user IDs?... 7 Account Summary... 8 What can I do on Account Summary page?... 8 What are external accounts?... 8 What information does the "As of" column provide?... 8 How do I change the style of the default landing page?... 8 What can I use the About Account Summary links for?... 8 Dashboard... 9 What information does the Dashboard display?... 9 How do I chart my account information?... 9 How do I view detailed account information for my accounts?... 9 How do I edit my account information? OR How do I put a nickname to my account?.. 10 How do I get updated information on my account? Net Worth Statement What does NetWorth Statement include? P a g e

2 What does NetWorth Change mean? How do I chart my NetWorth? How do I select different account views to display in the NetWorth Statement page? How do I select which accounts to display on the NetWorth Statement page? Portfolio Manager What does Portfolio Manager include? How do I group my holdings in different ways? How do I chart my Portfolio? How do I select which accounts to display in the Portfolio Manager module? How do I add an account not supported by the service? Rewards Manager What can I do on this page? How can I choose which accounts to display in the Rewards Manager module? Bill Reminders What can I do on this page? Why do my bills appear in the order they do? What does the icon mean? Why are some bills highlighted in yellow? What if I want a bill reminder for a bill that is not available online? View All Transactions How can I see more transactions? How do I categorize individual transactions? How do I use the Transaction Search feature? How can I export complete transactional data? Custom Categorization Rules When do I need to use this page? How will my rules affect the automatic categorization feature? P a g e

3 How do I create a categorization rule? How do I prioritize my categorization rules? How do I apply my categorization rules to transactions? Manage Categories What can I do on this page? How do I edit a transaction category name? Spending Analysis What information does the Spending Analysis report provide? Expense Analysis What information does the Expense Analysis report provide? Spending by Category What information does the Spending by Category report provide? Budget vs. Actual Spending What information does the Budget vs. Actual Spending report provide? Credit Card Utilization Report What information does the Credit Card Utilization report provide? Personalized Report How do I create personalized reports? Set Budget Goals Why should I have a budget? What can I do on this page? Manage Account Groups What can I do on this page? How do I edit an existing account group? Manage Sites and Accounts What can I do on this page? P a g e

4 How do I change the password for my account? What is the difference between deactivate and delete? Customize How do I set the Dashboard as my default view? Financial Calendar What can I do on this page? What types of transactions are displayed on the Financial Calendar? What do the different icons mean? Alerts What are alerts and how do they benefit me? What type of alerts are available? How do I set up alerts? System Generated Messages Why do I get a system generated message when I am trying to update my YES BANK accounts through Money Monitor? P a g e

5 Link Account How do I start with? You need to add all your accounts by clicking on Link an Account Why should I add all my accounts? The more accounts you add to Money Monitor, the more useful it becomes. Having all your accounts visible in one place means you spend less time reviewing paper statements or logging in to individual account sites to see your balance and transactions. Your account information is updated at regular intervals and you can also review your account activity at your convenience. 5 P a g e

6 How long will it take me to add my accounts? What information do I need to add my accounts? The amount of time it will take to add accounts depends on how many accounts you have and whether you access them online. If you already access your accounts online, it should take you only a few minutes to add your accounts. It is a simple matter of entering your usernames and passwords. All of your information is securely stored and encrypted using leading-edge technology and stringent security standards and business practices to protect your data. If there are some accounts you do not access online, Money Monitor provides links to each account site's online registration form, forgot password, and login pages. The service saves the accounts you own until you are ready to provide the username and password credentials. How long it takes to get these credentials depends on your account site. Each site has different rules for setting up online access or resetting your password, which means it, may take only a minute to do online, or longer if phone or mail is involved. If you have an asset with no online access (your home, for example) or an account that is not among the 9,000+ accounts supported by Money Monitor, you can create a custom account and store a brief description, balance information, its URL, and the correct username, and password. What types of accounts can I add? Money Monitor supports over 9,000 accounts from over 15 categories: Financial o Banking ICICI, HDFC, Citi, SBI, ING, IDBI, Standard Chartered, etc o Bills/Bill Payment Services Airtel, Vodafone, Utilities o Credit Cards ABN Amro, Citi, ICICI, HSBC, HDFC, etc o Investments ICICI direct, Kotak Securities, Sharekhan, Geojit Financials, Mutual Funds o Loans/Mortgages ICICI, Corporation Bank, etc Non-Financial o Rewards/Loyalty Programs (Airlines, Hotel, Car Rental, Other) Jet Airways, Kingfisher, I-mint, etc o Travel Reservations o Auctions o More... Why and How do I create manual accounts? You might want to create manual accounts to keep track of offline assets or individuals or small businesses that do not have an online presence. Use the Account Type drop-down menu from the Create Manual Account page to categorize your account into any of the available category types. 6 P a g e

7 By creating manual accounts, you can store your username and password for an account site that Money Monitor does not support or you can add an offline asset like your home or jewelry to your net worth. Select Create Manual Accounts from the main Account Management page to view the Create Manual Account page. Complete the form. Click Save and Continue. 7 P a g e How do I remove an account? If you have not yet added credentials for an account, you can delete it by clicking Link External Accounts to access the main Account Management page. On the left side of the page, you will see a list of all the "Accounts Selected." Find the account you wish to delete and click remove. If you have already added credentials for the account, click account name from the Money Monitor's main page to go to the account details page for that account. From this page, click the remove account link to delete the account permanently from the service. Security How secure is Money Monitor? How do you protect my account passwords and user IDs? YES BANK along with Yodlee has implemented the highest levels of security to meet and exceed financial industry and federal regulatory standards. Tested on a continuous basis by industry leading security firms and leading financial institutions, Yodlee s security meets industry standards such as ISO 27002, and Payment Card Industry (PCI) - level one service provider compliance. Just a few of the security features in place include multi-layered hardware and software encryption, multiple firewalls, 24x7 monitoring and intrusion detection, and secure, redundant data centers. Yodlee data has never been compromised in their 9+ years in business, and Yodlee today powers services for over 11 million users Your personal information is entered through Secure Socket Layer (SSL), which creates an encrypted connection between your browser and our servers. This information is kept encrypted at all times. You create, and only you know your Yes Bank password. No one can access your account unless you provide him or her with this information. No Yodlee employees have access to your password.

8 Account Summary 8 P a g e What can I do on Account Summary page? The Account Summary page displays list of individual account names as links that allows you to access the Account Details page. The Account Summary page has three views available for you to select from: All Accounts, Financial Accounts, and Bill Pay Accounts. Once you have selected an account summary view, this will be the default view each time you log in until you adjust the view. Each account shows the total available balance and when the account was last updated or refreshed. What are external accounts? External accounts are accounts that you own but that are not part of the services offered by the Financial Institution. These accounts can either be Checking, Saving, Brokerage, Investment accounts, or Credit Cards. What information does the "As of" column provide? The As of column provides information about when the account was last updated or refreshed. For example, if the As of column displays 2 hours ago, it means that the account data was last updated 2 hours ago. If you wish to update the account information again, click the update link below the account name or Update all accounts link at the top right of the screen. How do I change the style of the default landing page? To change your default landing page- 1. Click Customize to go to the Customize page. 2. Click Edit Application Preferences 3. Select the page that you wish to be your landing page in the Choose Default Homepage section. The potential default pages are Account Summary, Account Dashboard, Net worth, Portfolio Manager, Spending reports and All Transactions. 4. Click Continue to save your changes What can I use the About Account Summary links for? The Account Summary page allows you to access the following pages via the left navigation bar: Link an account - this page helps you add an account from the Add and Manage Accounts page.

9 Group accounts this page helps you to logically organize accounts to simplify the management of your accounts. View My Full Transaction History - this page allows you to view all of your transactions in a single place. There are a number of filters to help review the transaction: o By account or all accounts o By time, in week, month, quarter, year or all increments o By category View My Net Worth Statement - this page displays your account names and balances in different categories, such as banking, insurance, investments, and credit cards to show your total Net Worth. Chart My Income vs. Expenses - this page provides a chart representation of your Income versus Spending over a period of time. At the bottom of the Spending Analysis report is a tabular representation of the same information. Each cell in the table is a linked search that takes you to the transactions that match that particular total. Alerts Inbox: You can configure alerts that you wish to receive. You can also set a threshold limit against alerts that must be triggered. The Alerts Inbox page will display the alerts received. Create a Manual Account: You might want to create manual accounts to keep track of offline assets or individuals or small businesses that do not have an online presence. Dashboard What information does the Dashboard display? The Dashboard displays account information in different modules. If you do not see any accounts in these modules, it probably means that you have not added any accounts to the Money Monitor service. For instance, the Portfolio Manager module will not display information until you have added at least one investment account to the Money Monitor service. Click the Add more accounts link displayed below the module to go to the Add Account page. How do I chart my account information? To chart the recent history of your financial accounts, click the chart link below the account name within any module to access the historical chart of that account. How do I view detailed account information for my accounts? You can access detailed information on any of your accounts by clicking the account name within any module. The link takes you to that account's Account Details page. 9 P a g e

10 How do I edit my account information? OR How do I put a nickname to my account? To edit your account information, click the account name to access the Account Details page. From the Account Details page, click the edit account link to enable the editing feature. A nickname can help you distinguish one account from another - for example, you might have a business account and a personal account at the same financial institution. To add or update the nickname associated with an account, 1. Click the account name to open the Account Details page. 2. Click the edit account link. 3. Enter a nickname for the account in the Nickname field. 4. Click Save Updates for changes to take effect. How do I get updated information on my account? Click the update link below the account name to refresh your account and see updated information. Not all accounts are updated on the same schedule, so you may not see any changes when you click update. Net Worth Statement What does NetWorth Statement include? NetWorth Statement will give your total Assets and Liabilities across all your registered accounts What does NetWorth Change mean? The NetWorth Change displays how the value of your NetWorth has altered in both rupees and as a percentage for a specific period. You can click the View Detailed Chart link to see changes in your Net Worth over time. How do I chart my NetWorth? Click the View Detailed Chart link to open a page that displays several charted views of your Net Worth. You will see: A historical weekly balance bar chart for assets and liabilities with a Total NetWorth overlaying them. You can click any of the assets or liabilities bars, or the net worth line, to see the exact balance for that point in time. 10 P a g e

11 A tabular breakdown of the accounts that make up your assets and liabilities and that show the start date and balance compared to the current balance. This allows you to see which specific accounts are responsible for significant changes to the net worth total. A current NetWorth table that shows total net worth, assets and liabilities. If Money Monitor is unable to verify the total for one or more accounts, you will see this disclaimer: "*Some fields may not have been included in the calculation of the NetWorth total for this month." A pie chart that shows the current allocation of balances between asset accounts. You can click any wedge of the pie to show an account's exact balance. If there is only one asset account, the pie chart is a solid color. 11 P a g e How do I select different account views to display in the NetWorth Statement page? You can choose to view your NetWorth statement for all accounts or for individual account groups that you created. In order to view the NetWorth statement for an account group, you must select the check box next to NetWorth on the Add or Edit Account Group page. To select a different account view- 1. Select the account/account group from the Account View drop-down menu. 2. Click Show for the NetWorth statement page to display the net worth statement for your account/account group. How do I select which accounts to display on the NetWorth Statement page? To select which accounts you want to display in the NetWorth Statement - 1. Click the Edit NetWorth Preferences link. 2. On the Customize NetWorth Display page, select or clear the check boxes next to the account name for the accounts that you want to display in the Net Worth Statement. 3. Click the Update Settings to save your changes. Portfolio Manager What does Portfolio Manager include? Portfolio Manager displays the holding summary in all investment accounts. The holdings are grouped in different ways. How do I group my holdings in different ways? To group holdings in different ways, select the grouping option you prefer from the menu and click Show. You can group either by Account or Holding.

12 How do I chart my Portfolio? Click the View Portfolio Chart link in the Portfolio Change section at left hand side. Charting views are provided for both Portfolio and Asset allocation. Asset Allocation by Position Market Value - a snapshot (pie chart) of the user's current holdings as a percentage of their total. The top nine positions are shown and the remaining positions are grouped together in an "other" category. You can see this information for their entire or an individual account. You can click any wedge of the pie to show the exact balance for that account. Asset Allocation by Asset Class - a snapshot (pie chart) of the user's current holdings held in each asset class (stock, mutual fund, bond, cash, other). Users can see this information for their entire Portfolio Manager or an individual account. You can click any wedge of the pie to show the exact balance for that account. Account Value Chart - a historical balance bar chart showing the last balance gathered by the Money Monitor application for each account for the given weeks available. You can see this information for their entire Portfolio Manager or an individual account. You can click any data point to show the exact balance for that point in time. Account Value Table - Tabular view of the accounts that make up your entire Portfolio Manager, showing the balance at the starting date compared with current balance. This allows you to view which specific accounts are responsible for significant changes to the overall Portfolio Manager Value total. How do I select which accounts to display in the Portfolio Manager module? You can select which accounts you want to display in the Portfolio Manager module - 1. Click the Edit Portfolio Preferences link on the top-right of the Portfolio Manager module. 2. On the Customize Portfolio Display page, to select the accounts to display in the module, select or clear the check boxes next to the account name. 3. Click Update Settings to save the changes. How do I add an account not supported by the service? To add an account not offered by the service, you need to register a "manual" account. This can be accomplished by going through the "Link More Accounts" link accessible from the bottom of the Portfolio Manager module. When selecting an account to add, select the 'create manual account' link and make sure the account type is identified as an investment type account. This will ensure that the manually input data will be displayed properly in the Portfolio Manager module (other account types, bank, mortgage, etc., are not incorporated into the module). 12 P a g e

13 Rewards Manager What can I do on this page? The Rewards Manager module displays account numbers and balances from frequent flyer, credit cards, I-mint and other rewards accounts. You can use the module to track all your frequent flyer program balances. Start using the Rewards Manager module by adding your frequent flyer accounts to the module. To add accounts click the Add more Rewards accounts link. To access detailed information on your accounts in the module, click account name. How can I choose which accounts to display in the Rewards Manager module? To select which accounts you want to display in the Rewards Manager module - 1. Click the Edit Rewards Preferences link. 2. On the Module Preferences page, you can choose which accounts to display in the module by selecting or clearing the check boxes next to the account name. 3. Click Update Settings to save your changes. Bill Reminders What can I do on this page? The Bill Reminders page displays the due date, minimum payment amount, and the total amount owed for each of your financial accounts where payments are due, including bills/utilities, credit cards, insurance, mortgage, and loan payments. In addition, the Bill Reminders page also displays scheduled payments, received bills, and the payment history from the supported bill payment services. To access detailed information on your accounts in the module, click account name. Why do my bills appear in the order they do? The Bill Reminders page lists your bills in payment-due order with the bills due soonest on top. After a payment is detected, the bill is moved from the top of the list to the bottom. Some billers do not update their sites frequently; so the Bill Reminders page automatically moves your bill from the top of the list to the bottom five days after the due date has passed. This allows you to focus on the bills that you still need to take action on. If a payment has been detected, the Amount Due information will appear as $0.00 (or the previous Amount Due amount minus the amount of your payment). If the biller site has not updated your account, the bill will continue to show an amount due until the biller site refreshes and updates your data. This can take up to three weeks. 13 P a g e

14 What does the icon mean? The icon next to a bill indicates that the bill's payment is overdue. Why are some bills highlighted in yellow? Bills with payments due soon are highlighted in yellow with the icon displayed next to them. What if I want a bill reminder for a bill that is not available online? It is possible to get a bill reminder for a bill that is not available online. Click the Link More Accounts» link and choose manual accounts to add offline bills and set up due date reminders. View All Transactions How can I see more transactions? The View All Transactions module displays all of the transactions that you made using your YES BANK and external accounts. Use the Select Account(s), Select Category and Select time period filters to view all/more transactions on this page. By default, the View All Transactions page lists 25 transactions per page. Click Next to see the next set of transactions. You can choose to customize the number of transactions displayed on a page by clicking the 25 items per page link and resetting the number. More advanced options, click on Show advance display options How do I categorize individual transactions? All transactions that appear on the View All Transactions page can be categorized. To categorize a transaction, 1. When you click the Transaction Category value you are presented with a drop-down list. 2. Select the category that you think is most appropriate. How do I use the Transaction Search feature? Transaction Search allows you to find any of your transactions without having to remember the exact details such as the account you used, the exact date of the transaction, or the exact name of the payee. In the Search All Transactions field, specify any value that you want to search for and click Search. The Transaction Search Results page displays transactions that match the search criteria. 14 P a g e

15 How can I export complete transactional data? You can export transaction data that is complete by clicking Export completed transactions on the Account Details page. You are prompted to either save or open the CSV file that includes transaction data. Custom Categorization Rules When do I need to use this page? You can use the Custom Categorization Rules page to create your own categorization rules for your transactions. The custom categorization rules can be used in identifying and correctly categorizing transactions such as your monthly subscription pay check or rent check that the global categorization rules may not be able to identify. For example, you can create a rule to automatically categorize your monthly rent and another rule to automatically identify and categorize your pay check. How will my rules affect the automatic categorization feature? After you create a categorization rule, any future transactions that meet your rule's criteria will be categorized accordingly. The categories of your past transactions will not be affected by your new rules unless you apply your categorization rules by clicking the Run All Rules link from the Custom Categorization Rules page. How do I create a categorization rule? You can create a categorization rule using the following process: Click on Custom Categorization Rules. Enter the part of the transaction description that you would like your rule to categorize. For example, enter "ABC" if your salary transaction description includes the word "ABC" (e.g., "NET TXN to ABC"). Enter a transaction amount. You can optionally enter a numeric or a percentage offset to this amount. If the amount in your rule, offset by this number or percentage, matches the transaction amount, then your rule will categorize the transaction. For example, if you specify the transaction amount as Rs and select "+/- INR 1.00" from the drop-down menu, all transactions between Rs. 999 to Rs are categorized under this category. Select the category under which you want this rule to categorize your transaction. Click Save Categorization Rule to save the categorization rule. This rule will now appear in the list of rules under "Your Categorization Rules." 15 P a g e

16 How do I prioritize my categorization rules? Custom categorization rules can be run based on the priority assigned to each of them. You can increase or decrease the priority of a categorization rule by clicking the up or down "Set Priority" arrows next to each rule. Please note that your rules will be executed in the descending order of their priorities. The first matching rule will determine the category of the transaction. For example, you have defined two categorization rules: a) rule description as Shopper s Stop and category Shopping and b) rule description as Shopper s Stop Jewelers and category Jewelers. Money Monitor will categorize both Shopper s Stop and Shopper s Stop Jewelers transactions as Shopping. In order for Money Monitor to correctly categorize the transactions, you will need to switch the priorities of the rules pertaining to Shopper s Stop and Shopper s Stop Jewelers transactions such that Shopper s Stop Jewelers has a higher priority than Shopper s Stop. How do I apply my categorization rules to transactions? You can apply the categorization rules to your transactions by clicking Run All Rules from the Custom Categorization Rules page. Money Monitor service will categorize or re-categorize all historical transactions when you apply the categorization rules. Note: These rules are not applicable for historical transactions that you manually categorized or re-categorized. Manage Categories What can I do on this page? Money Monitor has a predefined set of transaction category names. You can use the Manage Categories page to edit the predefined set of transaction category names. Changes made to the transaction category names are saved and will be displayed in the categories drop-down list. How do I edit a transaction category name? You can edit a transaction category name from the Manage Categories page. 1. Specify the category name you wish to use for each of the predefined categories. 2. Click Save Changes for changes to take effect. 16 P a g e

17 Spending Analysis What information does the Spending Analysis report provide? The Spending Analysis report provides a graphic representation of your income versus spending over a specified period of time. At the bottom of the Spending Analysis report you will see the same data in a tabular format. Each cell in the table is a link that takes you to the transactions that match that particular total. You can choose to run the Spending Analysis report either for the past 3 or 12 months. The Spending Analysis report also displays the average monthly net cash flow and total net cash flow for the selected period. Expense Analysis What information does the Expense Analysis report provide? The Expense Analysis report provides a pie chart followed by a tabular representation of your expenses broken down by category. The Expense Analysis report includes the category under which expenses were incurred, the percentage of total spending, and the amount that was spent. The Expense Analysis report displays only the top 10 spending categories and does not include transactions that are classified as Uncategorized. Spending by Category What information does the Spending by Category report provide? The Spending by Category report provides a bar/line chart followed by a tabular representation of your spending details for a specific category in a given period of time. The Spending by Category report includes the budget set for the category, the actual amount spent and the variation between the two amounts for a given period of time. Budget vs. Actual Spending What information does the Budget vs. Actual Spending report provide? The Budget vs. Actual Spending report provides a graphic representation of the actual amount spent against the budget goal you defined. The chart shows how your actual spending matched up to the budget goals you set for yourself. 17 P a g e

18 The solid bars in the chart indicate your actual spending and the clear bars indicate your budgeted values. You can click the category link to see all the transactions associated with that category and that were used to calculate spending for the time period displayed. The Budget vs. Actual Spending Chart displays only those categories for which you set a budget goal. So you need to set budget goals before utilizing this report. Credit Card Utilization Report What information does the Credit Card Utilization report provide? The Credit Card Utilization Report helps you evaluate how you have been using your credit cards. This report shows your current balance compared to the current credit limit for each of your credit cards. The solid bars in the chart indicate your actual spending and the clear bars indicate your budgeted values. Personalized Report How do I create personalized reports? You can create your personalized reports for all transactions that were tagged as tax-deductible transactions, or medical, personal or business related expenses. You can choose to see the particular transaction report for the past week, 1, 3, 6, or 12 month intervals, or the entire transaction history. Select the appropriate transaction class - Tax Deductible, Medical, Business Related, or Personal and duration from the drop-down menu and click Show. Set Budget Goals Why should I have a budget? Setting a budget helps you track your spending patterns and know where your money is being spent. You can set budget goals to meet your personal goals. As time progresses, you can reevaluate and adjust your individual budgets based on your awareness of your financial activities and spending habits. 18 P a g e

19 What can I do on this page? You can view your spending by category for the current month and an average over the past six months. After reviewing your spending, you can set budget goals and enable alerts. Budget goals can be set for individual categories and/or for total income or expenses. This page also displays your total spending against your total income. You can receive alerts when you approach an established budget threshold for a specific category and receive weekly or monthly budget status reports. Manage Account Groups What can I do on this page? The Manage Account Group page allows you to manage your account groups. You can update, modify, or delete existing account groups, and also create new account groups. How do I edit an existing account group? Editing an existing account group allows you to add or remove accounts belonging to an account group and to select the modules/pages in Money Monitor that must use the account group for reporting purposes. To edit an account group, 1. From the Manage Groups page, click edit for the account group that you want to edit. 2. Select the modules/pages that you want the account group to be used for generating reports: Budgeting (include budget vs. actual report), Expense Analysis, Spending Analysis, Net Worth, Credit Card Utilization 3. Select the accounts that are to be associated with the group that is being created. 4. Click Update Group Settings. Manage Sites and Accounts What can I do on this page? The Manage Sites and Accounts page displays all accounts that you have added. Using this module, you can edit your login information and auto-login to those sites. How do I change the password for my account? Click the edit site login information link and change the password in the password fields. Click the Update Credentials link for changes to take effect. 19 P a g e

20 What is the difference between deactivate and delete? You can either deactivate or delete a site from Money Monitor. Deactivating a site from Money Monitor will temporarily disable the site details and prevents data from being updated in Money Monitor. You can choose to reactivate it whenever you want. Deleting a site will permanently remove the site and its login information from Money Monitor. Customize How do I set the Dashboard as my default view? You can set the default Money Monitor view to show your choice among the Dashboard, Net Worth, Portfolio, Account Summary, or the All Transactions pages- Click Edit Application Preferences link from the Customize page. From the Choose Default Homepage, select the page that you want as your home page. Choose the number of transactions that should appear on each page. Click Continue for the changes to take effect. Financial Calendar What can I do on this page? Financial Calendar displays all of your upcoming bills, bill payments, and fund transfers that are either due or scheduled in the current month. Bills, payments, and transfers that are due are marked against the exact due date in the calendar. You can choose to either view/edit the payment, view transfers, or view the bill information by clicking the available links. What types of transactions are displayed on the Financial Calendar? Financial Calendar displays all transactions such as the upcoming bills, payments, and manual transactions. 1. Use the Show transactions of these types: filter to view all transactions, or only upcoming bills, payments, or manual transactions. 2. Use for this month filter to choose the month for which Financial Calendar must be displayed, and click Show. What do the different icons mean? The icons on the Financial Calendar mean the following- 20 P a g e

21 indicates a withdrawal made from the account indicates a deposit made to the account indicates a bill is due Alerts What are alerts and how do they benefit me? Alerts are notifications that are sent to you to help you track account activities. Alerts are triggered when there are large deposits, withdrawals, or low balances in your account. Also, you can choose to receive alerts when your account balance/withdrawal reaches a certain threshold value. These alerts also help prevent account fraud. What type of alerts are available? Money Monitor triggers alerts for accounts that you have added under banking, credit card, rewards, phone/wireless usage, investments, telephone usage, bills, loans, mortgage, insurance, utilities, cable and satellite categories. Alerts are triggered when you have large deposits, withdrawals, or low balances on your accounts. You can also choose to be notified when- A deposit exceeds a certain threshold A withdrawal exceeds a certain threshold Balance falls below a certain value Mileage points exceed a certain threshold A new bill is received A bill is due for payment An investment security expires How do I set up alerts? Click the Configure Alerts link. To modify your address, click the Edit link at the top of the page to the right of the "Deliver Alerts To:" information and enter the address where you would like Money Monitor to send alerts. 21 P a g e

22 System Generated Messages Why do I get a system generated message when I am trying to update my YES BANK accounts through Money Monitor? Yes, When you are updating your YES BANK accounts, you will get the below message: You are already logged on to this site. Due to security reasons, the details of your account cannot be refreshed right now - these would be updated on a periodic basis This is mainly because when you access Money Monitor, you are already logged in to YES BANK Netbanking through the same credentials. For more Questions and details on each module; please check the HELP links on relevant accounts in your Money Monitor. 22 P a g e

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