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Money Managementâ„¢

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See your financial life in one place

Link your accounts and get a clear snapshot of your finances, all inside online and mobile banking.

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What You Can Do

  • Connect All Your Accounts
    • Link checking, savings, credit cards, loans, investments, and more – even if they’re at other banks – so you can view everything together.
  • Track & Categorize Spending
    • Transactions are auto sorted so you can see where your money goes and spot trends fast.
  • Set Budgets & Alerts
    • Create budgets based on your habits and get notifications when you’re close to limits.
  • Visual Insights
    • Use spending charts, net worth views, and cash flow calendars to understand your money at a glance.
  • Goal Planning
    • Track progress toward savings, retirement, or payoff targets – all in one spot.

How to get started

Money Management is available inside online and mobile banking, so you can check your full financial picture anytime, anywhere.


Questions about Money Management?

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