Money Management
Improve your financial wellness with on-demand tools to manage a budget, view spending trends, visualize your financial goals and more.
Take control of your finances
We’re making it easier than ever to visualize and interact with your money. With our free Money Management tool, you’ll gain powerful insights on when, where and how you spend. Click on the links below to see a demo of each feature.
With Money Management, you can:
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See all your accounts - including those at other financial institutions - in one place.
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View all transactions and filter by account, date, category, keyword, or amount.
- Review spending categories with drill downs into subcategories and transactions.
- Set and manage budgets - Auto-generate budgets based off past spending habits or create custom budget categories.
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Track spending and income trends over time with subcategories that include transaction details.
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Use debt management strategies to project payoff dates and prioritize which debts to eliminate first.
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Track your net worth over time.
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Create goals and associate them with a specific account and timeline.
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Visualize your daily cash flow with insights into current and upcoming income and expenses.
Money Management gives you the tools to start simplifying your finances—and so much more.
Get started with these simple steps:
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Sign on to online banking or the mobile app
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Navigate to Money Management
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Connect your external accounts
The tools to help you reach your financial goals are right at your fingertips. Start building a brighter financial future today.
Have a question about the Money Management hub?
Our FAQs might have the answer.
