Quick View Money Bar

Accessing Money Bar from Quick View​ 

A snapshot of Money Bar is available in the Quick View tab. This will display the Money Bar and totals for the Scheduled Out, Free Balance and Available Balance. ​

The full Money Bar is available in Virtual Wallet Tools or by selecting “View Full Money Bar” in Quick View.

Select “Virtual Wallet Tools” account to continue.

Virtual Wallet Tools

Select Money Bar 

The Virtual Wallet Tools tab provides links to other features including Money Bar.

Select “Money Bar” to continue.

Money Bar

Scheduled Out transactions are displayed in detail​ 

Transactions can be expanded to display more details and provide quick actions that vary based on the transaction type.

Select “Add to Scheduled Out” to continue.

Money Bar

Money Bar visualizes available funds​ 

The Free Balance is colored green. This represents the funds available until the next payday in the Virtual Wallet Calendar.​

The Scheduled Out balance is colored orange. This represents the funds needed to pay for things like upcoming bills and checks.

Each balance type has an icon next to it that explains what they mean and how they work together.​

A list of Scheduled Out transactions will be displayed below the Money Bar as well.​

Select the arrow in the first transaction to continue.

Add to Scheduled Out

Track upcoming expenses 

Money Bar allows customers to add expenses like checks and pre-authorized payments to Scheduled Out. ​

Customers can track a check to ensure funds are available when a written check is deposited. ​

Customers can track a pre-authorized payment to ensure scheduled payments made outside of PNC are monitored (shown later in tutorial)​.

Select “Next” to see how to track a check.

Add Check Reminder

Enter the check details 

The check details include the recipient, the check number, and the check amount.  ​

The check number is pre-filled based on the last check added. The check number can be updated if needed.​

Check reminders in the Calendar are for tracking purposes only. This does not affect how payments are scheduled or posted.​

The Check Reminder will be removed from the Calendar once the check has been paid, based on the check details entered.

Select “Submit” to continue.

Check Reminder Added

The check is added to Scheduled Out now​ 

That’s it –this new check is now added to Scheduled Out and shown on the Money Bar.

Select “Back to Money Bar” to continue.

Money Bar

Money Bar updated in real-time with Scheduled Out submissions

As soon as a customer submits a Scheduled Out submission, the Money Bar will reflect the updated Free Balance and Scheduled Out amounts.​

​Select “Add to Scheduled Out” to see how to track a pre-authorized payment.

Add to Scheduled Out

Track upcoming expenses 

Money Bar adds expenses like checks and pre-authorized payments to Scheduled Out​.

Tracking a pre-authorized payment allows customers to add bills and expenses set up with another company like streaming services or utility bills​.

Select “Next” to continue.

Add Pre-authorized Payment

Enter the payment details​

The payment details include the payee, the amount, the payment date and payment frequency. ​

Payments that are recurring will be displayed in the Calendar and reflected in future Free Balance calculations.  ​

Pre-authorized Payments in the Calendar are for tracking purposes only. This does not affect how payments are scheduled or posted.​

Select “Submit” to continue.

Pre-authorized Payment Added

The payment is now added to Scheduled Out 

That’s it – this new payment is now added to Scheduled Out and shown on the Money Bar​.

Select “Back to Money Bar” to finish.