Looking for a Smarter and Easier Way to Manage Your Money?

Quickly create a budget and start tagging your transactions to see where and how you spend your money. By seeing how you reach a spending target you can make smarter choices about how you spend.

Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Money Manager to create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.

The cash flow calendar brings your budget to life through an interactive calendar. With the calendar, you can see how much money you have available to pay bills and other expenses day by day…allowing you to make informed choices on when to schedule bills and other spending.

Add other external financial institution accounts, including mortgages and credit cards, to Money Manager for a view of all account balances and transactions in one place. Money Manager will then automatically track your relationships so you can track spending, set budgets and calculate your net worth.

Click the three dots in the upper right corner of your app home screen, next to Accounts, to begin. Select “Link an account” and follow the prompts.

With Money Manager, you really are in control. Be alerted when an account balance changes significantly, transactions to a specific retailer occur, when you are close to exceeding a spending category, and more.

No need to keep updating a spreadsheet manually. Money Manager helps you quickly add up all your assets and debts to show you an up-to-date estimate of your net worth.