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FitBUX Member Help Center

Cindy Hon

  • FitBUX
  • /
  • Author: Cindy Hon
How To See Which Accounts Are Linked
How To View Saved Plans
How To Manually Add An Account
How To Update Personal Information
How To Update Education
How To See If I’m Tracking Towards My Savings Goal
How To Know If I Am Tracking My Plan
How To Update Human Capital
How To Update Passwords
How To Update Income
How To Fix An Account That Isn’t Updating
How To Edit A Manually Added Account
How to Update Assets and Debts
How to Replace an Existing Plan
Adding Income, Day-To-Day Expenses, & Risk Management
Education Funding and Costs
How To Scheduled A Call With Your FitBUX Coach
How To Add A New Transaction Into Your FitBUX Profile
How To Link Your Accounts To Your FitBUX Profile
How To Message Your FitBUX Coach
How To Delete Duplicate Transactions in your FitBUX Account
How To Add Your Spouse, Fiance, Significant Other To Your FitBUX Profile
How To Create A FitBUX Financial Plan
How To Compare FitBUX’s Financial Plans
How To Edit Manually Added Accounts In Your FitBUX Profile
How To Compare Your Student Loan Repayment Strategies In Your FitBUX Profile
How To Open, Transfer, and Deposit Money Into A Roth/Traditional IRA
How To Link Your Betterment Account To FitBUX
How To Close Your FitBUX Account
How To Enter Transactions As A Reimbursement Or Refund
How To Rollover Your 401k, 403b, or Other Retirement Account
How Do I Refinance With FitBUX’s Student Loan Partners
How To See Which Accounts Are Linked
How To View Saved Plans
How To Manually Add An Account
How To Update Personal Information
How To Update Education
How To See If I’m Tracking Towards My Savings Goal
How To Know If I Am Tracking My Plan
How To Update Human Capital
How To Update Passwords
How To Update Income
How To Fix An Account That Isn’t Updating
How To Edit A Manually Added Account
How to Update Assets and Debts
How to Replace an Existing Plan
Adding Income, Day-To-Day Expenses, & Risk Management
Education Funding and Costs
How To Scheduled A Call With Your FitBUX Coach
How To Add A New Transaction Into Your FitBUX Profile
How To Link Your Accounts To Your FitBUX Profile
How To Message Your FitBUX Coach
How To Delete Duplicate Transactions in your FitBUX Account
How To Add Your Spouse, Fiance, Significant Other To Your FitBUX Profile
How To Create A FitBUX Financial Plan
How To Compare FitBUX’s Financial Plans
How To Edit Manually Added Accounts In Your FitBUX Profile
How To Compare Your Student Loan Repayment Strategies In Your FitBUX Profile
How To Close Your FitBUX Account
How To Enter Transactions As A Reimbursement Or Refund
How Do I Refinance With FitBUX’s Student Loan Partners

February 1, 2022

How To Fix An Account That Isn’t Updating

Every now and then, you might receive a notice that an account isn’t linked or isn’t updating. To fix this, follow the steps below. 1.) On the FitBUX Dashboard, go to the left side of the screen and click ‘Account’. (Read More)

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How To Fix An Account That Isn’t Updating

February 1, 2022

How To Edit A Manually Added Account

Do you need to update some numbers for an old account? Below are steps on how you can easily edit and update those numbers for those manually added accounts. 1.) There’s 2 ways you can find where to link accounts. (Read More)

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How To Edit A Manually Added Account

January 4, 2022

How to Update Assets and Debts

We know things will change in your life in regards to new assets and debts and the following steps will allow you to add those into your profile smoothly. There are slightly different steps for manually entering in data as (Read More)

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How to Update Assets and Debts

January 4, 2022

How to Replace an Existing Plan

If you need to replace an already implemented plan then you’re in the right spot.  Maybe you wanted to play around with the tool and pick a different plan.  Or maybe you just don’t like the plan you chose previously. (Read More)

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How to Replace an Existing Plan

November 23, 2021

How To Scheduled A Call With Your FitBUX Coach

If you’re have trouble figuring out how to schedule a call, here are the necessary steps to schedule one. As a reminder, every call is free and we don’t charge anything on them. 1.) If you’ve created a brand new (Read More)

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How To Scheduled A Call With Your FitBUX Coach

November 23, 2021

How To Add A New Transaction Into Your FitBUX Profile

Below are the steps on how to input new information into your account for income, expenses, assets, debts, and risk. 1. You will click on “Transactions” on the left-hand side of your screen. 2. You will then look for the (Read More)

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How To Add A New Transaction Into Your FitBUX Profile

November 23, 2021

How To Link Your Accounts To Your FitBUX Profile

If you have the upgraded solution, you’d probably want to know how to link your accounts, whether it be student loans, credit cards, bank information, etc. This is the section where you’d find out how to do that. 1.) There’s (Read More)

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How To Link Your Accounts To Your FitBUX Profile

November 23, 2021

How To Message Your FitBUX Coach

Sometimes you just have a quick question that doesn’t require scheduling a call.  If you’d like to send us an email, please follow the steps outlined below. If you’ve signed up for the Solution, your message will go to your (Read More)

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How To Message Your FitBUX Coach

November 23, 2021

How To Delete Duplicate Transactions in your FitBUX Account

If you accidentally entered multiple transactions that are the same exact transaction, follow the steps below to delete them. 1.) On the left hand side of the page, go to either your assets or debts right under the Orange 'Add (Read More)

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How To Delete Duplicate Transactions in your FitBUX Account

November 23, 2021

How To Add Your Spouse, Fiance, Significant Other To Your FitBUX Profile

Sometimes you’ll want to build a financial plan looking at both of your combined finances, whether you are married, engaged, or you’ve been dating someone for a period of time. At FitBUX, we know this may be extremely important. Therefore, (Read More)

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How To Add Your Spouse, Fiance, Significant Other To Your FitBUX Profile

November 23, 2021

How To Create A FitBUX Financial Plan

If you’ve been on our website, you’ve probably noticed our financial planning technology. The whole point of the tool is so you can get an outline for your life and not have to think about a lot of this stuff (Read More)

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How To Create A FitBUX Financial Plan

November 23, 2021

How To Compare FitBUX’s Financial Plans

Many different financial choices can affect your pathway to your financial goals.  These choices can be purchasing a new home, or choosing between saving or contribute to a retirement account.  Or if you simply want to compare strategies to see (Read More)

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How To Compare FitBUX’s Financial Plans

June 1, 2021

How To Edit Manually Added Accounts In Your FitBUX Profile

If you wanted to manually track your accounts, you’ll probably want to know how to edit and change numbers. This is something you’d have to keep track of and change every time you pay off a little bit of your (Read More)

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How To Edit Manually Added Accounts In Your FitBUX Profile

May 4, 2021

How To Compare Your Student Loan Repayment Strategies In Your FitBUX Profile

During our FitBUX coaching calls, we’re asked which repayment strategies is the best.  In reality, the answer differs from person-to-person and situation-to-situation.  If you need help deciding whether paying off your loans is best or the loan forgiveness route is (Read More)

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How To Compare Your Student Loan Repayment Strategies In Your FitBUX Profile

March 30, 2021

How To Close Your FitBUX Account

If you accidentally created a second FitBUX profile and want to delete an inactive account, please follow the steps below. We would be disappointed to see you leave, but if you decide you do not want your FitBUX account anymore, (Read More)

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How To Close Your FitBUX Account

March 30, 2021

How To Enter Transactions As A Reimbursement Or Refund

You might be in a situation where you spend money for your work but plan on getting it reimbursed/refunded.  Or maybe you purchased textbooks and are wondering how to mark the expense ??? with how that affects your plan in (Read More)

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How To Enter Transactions As A Reimbursement Or Refund

March 16, 2021

How Do I Refinance With FitBUX’s Student Loan Partners

If you’re interested in looking into refinancing your student loans, below are the steps on how to check rates. If you’d like us to walk you through which of the following companies are the best, then schedule a call with (Read More)

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How Do I Refinance With FitBUX’s Student Loan Partners

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