Creating your Personal Profile

Glass makes tracking and managing your personal finances a snap!  


Configuring your Profile

When you sign into Paybook, you're prompted to complete your Global Profile which can be used for both Sync and Glass, but these settings also make up your Personal Glass Profile.  Learn more about your Global Profile here.


Adding Accounts

Once your profile is created, get started in no time by connecting to your banks, credit cards, and utility service providers or manage cash and other accounts and transactions manually.  It's up to you.

Add Financial Accounts:  Connect directly to your institutions for up-to-date transactions every time you log in, or add and manage accounts manually.  

Once you get started, you'll see how effortless it is to manage your finances within Paybook.  And if you ever need guidance, we're just a click or call away.  


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