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MONEY MANAGEMENT

Set budgets, track money, view trends - all in one place.

Woman with leopard print watch typing on laptop with cup of coffee on table.
 

Introducing Money Management.

A free financial management tool designed with you and your busy life in mind. Visualize your finances with interactive charts, graphs and lists. Or set alerts so you're always in the know. Money Management can help you plan, save, analyze and prepare for your financial future on any device at any time.
Check with magnifying glass over it

Accounts
Enjoy having your account data from most financial institutions all in one place. Customize for easy identification. Quickly view balances at home or on the go.

Money being dispensed

Transactions
View aggregate account transactions. Filter views and search by keyword or amount. Export data for tax or filing purposes.

Dollar sign connected to other dollar signs

Spending
Create, customize and monitor spending categories. Change dates and filter by categories or transactions.

Bar graph with check mark circled over it

Budgets
Easily track progress on a monthly basis. Categories start green, turn yellow as budget dollars are spent, then turn red when budgets are reached or overspent.

Pie chart sectioned into different shades of gray

Trends
View spending and income over time by category. Filter views and change date ranges.

Calendar with dollar sign in a circle on top of it

Debts
Manage a debt plan using aggregated accounts. Project payoff dates and prioritize payment schedules based on your needs.

Hand with dollar sign in it

Net Worth
Visualize your net worth over time using custom date ranges. See how changes to certain transactions or categories affect the outcome.

Paper with check boxes and one checked

Goals
Set, customize and manage goals on a timeline. Link goals to accounts or categories. Change goals at any time.

Stacks of coins rotating in the air

Cash Flow
Identify recurring transactions to show trends clearly. See the impact of these trends to help plan for future expenses.

 

Alerts

Receive text and/or email messages based on your preferences. Each alert can be set by account or by alert type.

Available alerts include:

  • Exceeded Budgets
  • Large Expense/Withdrawal
  • Debt Payment Reminder
  • Low Account Balance
  • Large Deposit
  • Fee Charged

 

 
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Ready to get started?

Simply log into online banking and select Money Management from the Manage Money tab.