What is Money Management?

Money Management is an account aggregation tool that allows you to track your spending habits. Money Management gives you the ability to consolidate all your financial information in one place, and is a helpful resource for budgeting, bill payment and financial planning.

Can I view accounts and loans at other institutions through Money Management?

Yes, you can. On the Home tab, you can list all of your accounts from any institution, such as your investment accounts, mortgage, car loan and credit cards, in the Accounts section. Your i-bank accounts will automatically be listed.

Some of my transactions are uncategorized; how can this be corrected?

Knowing where your money is going will improve your spending and budgeting goals. You can categorize these transactions by simply choosing the appropriate category. You can also add additional categories, for more personalization.

How do I track my overall net worth using Money Management?

You will find the new Net Worth feature on the Money Management toolbar.  This feature enables you to monitor your net worth at a glance. Your net worth is calculated by subtracting your debts (credit cards, loans, etc.) from your assets (checking, savings and other assets).

How do I set up my goals and budget?

To set up your goals, click the Goals tab in the Money Management toolbar.  From there you can click “Add a Goal.”

To set up your budget, click the Budgets tab in the Money Management toolbar.  You can auto-generate your budget or set up a custom budget.

How do I set up alerts and reminders?

To set up a bill reminder or other notification, click on the Settings icon.  You can set up email or text notifications based on a variety of alerts.