Money Management

Money Management uses transaction data to provide you with personalized experiences that are seamlessly integrated with your Online Banking. Money Management makes budgeting easier than ever by letting you see all your financial relationships (including those from other financial institutions) in one place and providing visualization of your spending over time, divided into categories, to help you spend smarter and achieve your financial goals faster.

Money Management Highlights:

  • Home page “Budgets” tool lets you interact with and understand the relative health of your budgets instantly
  • Auto-categorization of transactions, including the ability to split categories, add sub-categories and flag a transaction as personal or business
  • Track spending, view trends and easily set up email and/or SMS text alerts
  • Set savings, retirement or debt payoff goals
  • Debt payoff forecasting
  • Detailed net worth analysis
  • Cash flow calendar
  • And more!
Money Management is FREE for all registered Online Banking users. Log in and try it today!