Money Manager

How to get started:

  1. Log in to online banking.
  2. Click “Money Manager” in the top menu.
Once you sign up, you’ll have access in mobile banking as well.

Aren’t enrolled in online banking?

See the big picture without missing the details.

Money Manager is a free budget-tracking, goal-setting, account-spanning tool that helps you track and organize your finances across institutions. Manage all your accounts in one place, in real time, through online or mobile banking.

Monitor all your accounts

Keep an eye on your complete financial picture by seeing all your accounts in one place, including savings, checking, credit cards, loans, and investments. You can even import account activity from other financial institutions, making Money Manager a truly one-stop shop.

Track spending and income trends

Categorize your spending so you can see at a glance where your money is going, even comparing your expenses and income over time.

Set and reach goals (and repeat)

Whether you’re paying off a credit card or saving for a discretionary purchase, Money Manager will help you chart a path forward and stay on track. Just enter your goal, and Money Manager will calculate how much you’ll need to contribute each month to hit your target.

Create and tweak budgets

Log all your expenses—from utilities to entertainment—and get alerts to help avoid overspending. You can even receive customized insights for staying on top of your various budgets.

Stay alert

Customizable text and email alerts can let you know how much of your budget you've spent, how close you are to your goals, and much more.

See Money Manager in Action

Money Manager is available through online or mobile banking, so you’ll have access to your financial picture and tools wherever you are, whenever you need them. To learn more about what Money Manager can do, check out the brief videos below.

 

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