Why pay for a money tool? Money Manager is a free tool inside Online Banking and helps you save, budget and track expenses easily. With simple tips and insights, it helps you stay on top of your finances and gain confidence.
Personalized just for you, these data-driven notifications identify ways to:
Receive snapshots of expected upcoming activity to your accounts and get notified about potential low balance amounts in the upcoming weeks.
Track your spending and cash flow by filtering transactions by account, month, incoming, outgoing, and transaction category.
Analyze your spending patterns, making it easy to spot trends and areas for improvement.
Easily track progress on your budget and receive milestone notifications, helping you stay motivated and accountable.
Track all your subscriptions, avoid any surprise charges, spot unused services, and get reminders before renewals. It's a simple way to save money and stay on top of your budget effortlessly.
Set, track, and hit your savings goals. Whether it’s a rainy day fund or a dream vacation, Money Manager makes it easy.
Don't have our mobile app? Download our Mobile Banking App today and enjoy better banking!
To download the mobile appdisclosure 1, follow the links below.
Apple App Store
Google Store
Money Manager comes ready to use for all Online and Mobile banking customers! There is no enrollment process, so you can start using all the features right away.
Yes! You can change the category to your preference or add a customized tag by following these steps:
Find your Money Manager tools on the Account Summary page! You can also find it under the Money Manager tab in the menu.
Yes, you'll be able to connect external accounts within Money Manager to get a complete view of your finances.disclosure 2
Insights are triggered by a number of different behaviors and transactions. If there are no transactions or certain behaviors occurring with the account, no Insights will be triggered. Remember, the more you engage with any Insights, the more likely you are to receive new, more custom Insights!
Not at this time. Money Manager will automatically alert you through relevant Insights that you can view from the Accounts Summary page, as well as the Money Manager dashboard.
You can set up a number of Mobile Banking alerts separate from Money Manager by navigating the menu bar to the Alerts tab.
Yes! When an external account is connected through Money Manager, you are giving the tool permission to track the transactions on the connected account. This helps provide more accurate suggestions by the Insights.
