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My Money FAQs

How does manual account option work?

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When you create manual accounts, you need to manually add the transactions.

What are the annual fees for My Money?

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The charges reflecting in your statement as 'MM Annual Fee' is the My Money Annual Fee charges. 

A free trial period of 30 days for My Money is applicable for the first time user. When the free trial period expires, the annual charges of Rs. 300.00 plus 18.00% Goods and Service Tax will be applicable.

Further, you can view the detailed information of My Money on our website by clicking on 'Internet Banking' home page, click on 'Services Offered' from left vertical menu and then click on 'My Money'.
 

What is My Money from ICICI Bank?

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My Money from ICICI Bank is an on-line personal finance management solution which helps banking customers understand their spending habits and organize their finances by providing them with details of all their ICICI Bank & Non ICICI Bank accounts on a single platform. 

Do I need to pay extra to subscribe to My Money?

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There is no change in subscription fees. Subscription fees would be INR 300 +GST. Existing customers on monthly charging would continue to pay INR 25+GST. 

Existing customers on annual charging would continue to get My Money service till the expiry of subscription.
 

What doesn't My Money from ICICI Bank do?

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  • Import transactions - When you add your bank accounts, we gather up to 90 days worth of your previous transactions from those accounts. You can't import any transactions previous to that date, and you can't enter them manually either. We will continue to download and keep your transactions as long as you maintain your subscription to My Money from ICICI Bank.
  • Subcategories - Some people really want to track things like Auto (Fuel), Auto (Repair), and Auto (Wash) as separate categories so that they can see those totals either separately or rolled up into the master category name (Auto). Again, this is a level of detail that My Money from ICICI Bank doesn't track. Our purpose is to give you a tool that is a convenient introduction to finance that helps save time and money.
  • Paying bills or transferring money - You can't use My Money from ICICI Bank to transmit funds from one place to another.
  • Writing cheques - You can't use My Money from ICICI Bank to write or print cheques. However, you can enter cheques you've written to see how they'll affect your balance once they clear.
  • Reconciling - Reconciling is useful for matching up your paper chequebook register with the transactions on your bank statement. With My Money from ICICI Bank, you're seeing the bank transactions right on the screen. To match up your receipts with the bank transactions.

How do I unsubscribe from the service?

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Following steps are to be followed on My money :

1. Click on 'Customize' tab on the top right corner.

2. Click on the 'Cancel my ICICI Bank My Money account'.

3.Once clicked on Cancel ICICI Bank My Money Acount, below confiramtion page is received and customer needs to click on confirm.

How can My Money help me with my taxation?

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You can access the Tax Planner page to estimate your tax.

Why are some of my transactions marked "Uncategorised"?

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If we don't recognise a payee, we'll ask you to assign a category yourself. We'll learn from that, too, and use that category for future transactions from that same payee.

But sometimes we can guess at the right category, so all you need to do is edit the payee if you want.

Can I view hidden accounts?

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You can view the hidden accounts and closed accounts by selecting the appropriate filter available in the Accounts page, namely Hidden Accounts and Closed Accounts.

What features of earlier Money Manager have been discontinued?

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Features such as cash wallet, where customers could update cash spends through SMS; and SMS Alerts have been discontinued.

Can I un-subscribe from My Money from ICICI Bank?

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A user can un-subscribe from My Money from ICICI Bank by clicking on the 'un-subscribe' link in the logged in section. Once un-subscribed from the service, no subscription fee will be debited post un-subscription date.

How can I link My Money account?

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To link an account, you can click the Link an Account option available in the header of My Money. You could find your bank, credit card, loan, investment, reward, and bill accounts by using a key word or popular account searches. You can then select and add the required accounts to ICICI Bank My Money.

Can I view deleted accounts?

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Accounts that are deleted cannot be accessed again. If required, they need to be linked again. In that case, it will still be treated as a new account and the historical information from the deleted account will not be made available.

How can I receive notifications when the transactions are updated in my accounts?

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To configure notification alert messages, you should click the Alerts option under the Manage tab. Alternatively, you can also access the Configure Alerts page from the Customize link available in the header. Email alerts will be sent to your designated email id.

How do I add categories on My money ?

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Following steps are to be followed on My Money :

1. Click on 'Manage' tab on the header & click on 'Category' submenu

2. Go to category under which you wish to add categories.

3. Click on 'Manage categories'

4. Add desired category by typing the sub category name and clicking on 'Add'

What do I get with My Money from ICICI Bank?

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  • A predictable financial future. You'll see a day by day   projection of your savings account balance after allowing for each bill to be paid, all the way to your next salary and beyond.
  • Alerts about balances, transactions, and bill reminders automatically delivered to your mobile phone or email.
  • Monthly budget goals for any or all of your categories.
  • Charts so you can understand your spending habits. For example, you can see how much you've spent dining out or at a particular restaurant no matter which account you used to pay for it.
  • Your spending automatically assigned to standard categories or to new categories you dream up. And you can train us how to categorise your way, so you'll have fewer and fewer adjustments to make as time goes by.
  • An easy method to record and keep track of what you buy with your cash.
  • Your choice of Windows and Macintosh browsers including Internet Explorer, Safari, and Firefox.
  • The ability to download your transactions to a file. For example, if you want to create your own specialised charts and graphs, open the file in Microsoft Excel.

What should I do if I want to remove an account linked to My Money?

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You can remove any account linked to My Money using the options available in the Edit tab that appears when you click the required account in the Accounts page. Under the Edit tab, there are options to hide, close or delete the account from My Money.

How to check the status if customer’s account is active for My Money?

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Click on My Money in Exclusive offering. On the landing page, if the User does not find the T&C check box, he is an active user on My Money.

What do I need to do post upgrade to My Money from ICICI bank?

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Once Money Manger services has been upgraded to ""My Money"", you will be required to carry out the following activities:

1. Add your non ICICI Bank relationships to continue seeing your financial trends.
2. Look at the cargorization of transactions and re-categorize transactions if required

 

What are the key improvements over Money Manager?

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"My Money from ICICI Bank" offers superior value proposition by providing the following features:

1. Revamped look and feel with better user interface.
2. Customizable Dashboard. So that users can choose dashboard widgets that suits their view on financial analysis.
3. Deeper financial analysis on Investments
4. Comprehensive aggregation capabilities where users can add over 200 institutions across Banks, Loans, Mutual Funds, Stocks, Credit Cards & Insurance
5. Newer categories like Reward point & Telephone Bill aggregation have been introduced
6. Greater options for Alerts/Reports that would be sent to users only to their registered e-mail.

7. More granular level of categorization. Users can categorize from over 110 categories.

What do I have to pay to avail of My Money from ICICI Bank services?

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Post the free trial period, My Money from ICICI Bank subscription fee is Rs. 300 Taxes, which will be debited annually from your account post the free trial.

What is the purpose of the Dashboard page in My Money?

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The Dashboard page provides an overview of all your accounts linked to ICICI Bank My Money. You can choose to include the required functionalities in this Dashboard by including the required widget from My Widgets.

How can I use my security device token for updating the accounts?

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If the site where you hold the account expects you to enter a token value for additional authentication purposes, you need to provide that information in My Money every time you want to refresh the MFA accounts.

Where can I view the details of all my accounts linked to My Money?

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You can view and update all your accounts linked to My Money in the Accounts page. You can click the required account to get more options to view the details and edit the account.

How do I see additional details for each of my accounts linked to My Money?

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To see the details of your accounts, you can click on the Details tab that appears when you click "the account" in the Accounts page.

How to view only specific accounts that I am interested in?

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You can create a group with the required set of accounts and view only those accounts by filtering based on that account group. To create account groups, click Accounts Groups option under Manage tab in the toolbar, provide a name for that group, and include the required accounts.

How can I manage my bills?

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You can add your online accounts with different billers. In the Bills Reminder page available under the Accounts tab, you can see all the upcoming bills in one place and you can even mark a bill as paid if it is done through check or in person.

How do I add accounts manually on My Money?

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Following steps are to be followed on My Money :

1. Click on 'Link an Account' link on the top header on Dashboard page.

2. Click on 'Add a Manual Account'

3. Enter requisite details and click on 'Add'

How do I personalize category names on My money?

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Following steps are to be followed on My Money :

1. Click on 'Manage' tab on the header & click on 'Category' submenu

2. Add desired name in the text box adjacent to main category as required 3. Click on 'Save Changes'

When was My Money from ICICI Bank launched?

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ICICI Bank has upgraded its earlier version of personal finance management tool 'Money Manager' to 'My Money from ICICI Bank' on 23rd Oct 2013.