Money Management

Your Go-To Online Budgeting Tool

What matters to you matters to us. If budgeting is important to you then we can have the tool that can help manage your finances better. Give Money Management a try inside OnlineAccess or our mobile app!

As a user, you'll enjoy:

  • A single view of both your internal and external accounts with allowance to change the account name, type, interest rate, credit limit and much more!
  • Filtering the views inside your internal and external accounts, searching the dataset for keywords or amounts and even having tax deductible transactions marked throughout the year.
  • Visualizations of spending categories over a defined data range, custom budget categories, and spending trends over time.
  • A debt plan that allows users to view balances, APR, last payment dates and projected debt payoff dates.
  • Managing personal goals on a timeline by creating, naming and associating the goal with an internal or external account.

 

Want to learn more about managing your finances? Check out our video: