Money Management

Get Started With Money Management

Take control of your finances

We’re making it easier than ever to visualize and interact with your money. With Money Management, you’ll gain powerful insights on when, where and how you spend.

With Money Management, you can:

See all your accounts in one place
View your spending trends
Set and manage budgets
Visualize your financial goals

Money Management gives you the tools to start simplifying your finances—and so much more.

Budget for a Brighter Future

With Money Management, you'll gain powerful insights on when, where, and how you spend - and much more. Sign up for Online or Mobile banking to access Money Management.

Get started with these simple steps:

Sign on to online banking or the mobile app
Navigate to Money Management
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.

Getting Started with Money Management

^{Non-deposit products (such as investments or insurance) are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.}

To add a new account to Money Management:

Login to online banking and navigate to Money Management
Click the Add an Account button
Search for the financial intuition of the account you'd like to add
Enter your login credentials for that institution

Yes, you need to be enrolled in Online or Mobile Banking to access Money Management. Click here to enroll.

Yes, you can use Money Management to monitor financial activity across all your accounts in one place, simplifying the way you track your finances. Accounts can be linked from most financial institutions. To add a new account to Money Management:

Login to online banking and navigate to Money Management
Click the Add an Account button
Search for the financial institution of the account you'd like to add
Enter your login credentials for that institution

^{Non-deposit products (such as investments or insurance) are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.}

DELETE AN ACCOUNT

When you delete an account, all current and historical data in the account will be permanently deleted. A deleted account cannot be retrieved. Only delete an account if you are certain it does not contain any information necessary to your report history.

To delete an account:

In the Account Detail window, click “Delete This Account” at the bottom right corner.
Click “Delete” to confirm that you wish to delete the account. You cannot delete accounts that were automatically linked by your primary institution.

EXCLUDE AN ACCOUNT

When you exclude an account, Money Management will ignore all current and historical data related to that account. An excluded account can easily be re-included. Exclude an account rather than delete it if the delete option is not available (i.e. internal accounts) or if you are not sure whether you will need the account data in the future.

To exclude an account:

In the Account Detail window, click “Exclude Account”.
Click “Exclude” to confirm that you wish to exclude the account.