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Money Management
An easy to use, highly visual experience that provides a 360-degree view of internal and external accounts
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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: 

Accounts

See a single view of internal ‘hosted’ accounts, and external ‘outside’ accounts.

Transactions

View all transactions and filter by account, date, category, keyword, or amount.

Spending

Review spending categories with drill downs into subcategories and transactions.

Budgets

Auto-generate budgets based off past spending habits or create custom budget categories.

Trends

Track spending and income over time with subcategories that include transaction details.

Net Worth

Evaluate if overall net worth is trending up or down with monthly drill downs.

Debt Management

Project debt payoff dates and prioritize the completion of certain debts.

Goals

Create goals and associate them with a specific account and timeline.

Alerts

Define alert thresholds by account and alert type.

Frequently Asked Questions

How do I access Money Management?
Can I add a category to my Bubble Budgets within Money Management?
How do I add an account or loan to Money Management?
How do I remove other financial institution accounts in Money Management?