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FitBUX Member Help Center

Build and Implement Your Financial Plan

  • FitBUX
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  • Tag: Build and Implement Your Financial Plan
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

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 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 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

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

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