Friday, August 22, 2014

How to view your Save Up account transactions online

Monthly, I send money on my BPI Savings account for my family and set aside 2,000 pesos to deposit directly into my BPI Save-Up account. I set it every 15th kinsenas of the month. I find this feature very useful and so I give it a try. Automatic saving is one effective way on how we can reach our savings goal whether it is for short term, medium or long-term. It strongly enforces the idea of “paying yourself first” before doing other thing with your money.

Income - Savings = Expenses

After few months in automatic saving in BPI, I decided to check the account on my portfolio. I did it online and is very easy to do. I did it less than 5 minutes.

First, you need to enroll it as an additional account and prepare your Infocard with you. In my case, my sister sent a photo of my Infocard that's why even if  I don't have it physically I know what is my BPI Save-up account number.

If you have your Infocard with you, please follow simple steps below.

STEP 1 - Log in to your account.
STEP 2 - Go to: My Portfolio Menu -->> Enroll Additional Accounts.
STEP 3 - Choose the type of Account and click 'continue'.
STEP 4 - Fill-out the required fields your Account Number and JAI
STEP 5 - Submit the request.

I immediately saw my BPI Save-up account balance after completing the procedure abouve. I first thought that after this process it will takes additional days to confirm but after few clicks its fine already.

Once every few months, I’ll go and check my savings. I usually transfer most of it into emergency fund first and the rest goes to my investment fund, my brother's educational fund and help with some other short term savings goal.

Having online savings account is very convenient for me to track and stay within the budget.

I use BPI and I’m very happy with them, but you can choose a lot of bank options out there. Having an online savings account is a big advantage especially if you are an OFW saving a part of your income in the Philippines.

Hope it helps, talk soon.

1 comment:

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