Money Management

Interact with your money in new ways.

Our Money Management tool helps you manage your finances, so you can spend less time worrying about money and more time enjoying the security and comfort it gives you.

  • View your finances in one place when you link your checking and savings accounts, investments, credit cards, loans, or other lines of credit from almost any financial institution.

  • Create bubble budgets that make it easy to see the status of each of your budget categories, as well as how big each category is in relation to the rest of your budget – the bigger the bubble, the bigger the budget. A list view is also available.

  • Understand your spending habits and stay on track. How much do you spend on groceries each month, or eating out? What about shopping, or entertainment? The spending wheel makes it easy for you to identify your biggest expenses.

  • Set financial goals to plan for short and long-term objectives. What are your financial goals? Are you saving for a house, a vacation, or perhaps building up your emergency savings? Goals can help you plan for short and long-term financial ambitions. You can create three types of goals: savings, debt payoff and retirement.

Money Management is available both online and through the mobile app.

Frequently Asked Questions