Money Management
An easy to use, highly visual experience that provides a 360-degree view of internal and external accounts
Award-winning money management
Money Management offers an easy to use, highly visual experience that provides a 360-degree view of internal and external accounts — from credit card providers, outstanding loans, transactions, and more.
Make more informed financial decisions with features such as:
See a single view of internal ‘hosted’ accounts, and external ‘outside’ accounts.
View all transactions and filter by account, date, category, keyword, or amount.
Review spending categories with drill downs into subcategories and transactions.
Auto-generate budgets based off past spending habits or create custom budget categories.
Track spending and income over time with subcategories that include transaction details.
Evaluate if overall net worth is trending up or down with monthly drill downs.
Project debt payoff dates and prioritize the completion of certain debts.
Create goals and associate them with a specific account and timeline.
Define alert thresholds by account and alert type.
Get started today, log in effortlessly
Frequently Asked Questions
How do I access Money Management?
Money Management is located under the “Manage Money” option from the main navigation in online banking and mobile app.
Can I add a category to my Bubble Budgets within Money Management?
Yes! Under the “Budgets” tab, click “Add New Budget” in the top right corner. Scroll down to the categories “Not in Use”, and simply click the category you want to add. From there, click on the new bubble and select the pencil icon to set an amount for your budget. Any transactions classified under this category will automatically populate into the amount spent.
How do I add an account or loan to Money Management?
- Under the “Accounts” tab, click the “Add an Account” button in the top right corner.
- Enter the name of the financial institution and online banking login information for that outside financial account, loan, or credit card. From there, transactions should automatically populate into your budgets.
How do I remove other financial institution accounts in Money Management?
To delete accounts that you hold at other financial institutions from Money Management, select the “Manage Connections” (financial institutions icon) in the upper right corner. Select the name of the financial institution from the left-side navigation under “Outside Accounts”. Then select the “Delete Institution” option at the bottom.
