Money Management
See your financial life in one place
Link your accounts and get a clear snapshot of your finances, all inside online and mobile banking.
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.
