Money Management Questions
Yes, outside account information such as name, account type and balances will be carried over. Additionally, 18 months' worth of past transactions will be carried over.
Yes. You will need to re-establish any goals, budgets and transaction categorization you had created, re-enter your outside account credentials to enable account updates and setup new alerts.
Money Management can do everything FinanceWorks could do, plus more! Some of the new features include the ability to set financial goals, identify trends in spending, set up mobile alerts, and the ability to access Money Management from our newly optimized mobile site.
You can add checking and savings accounts, credit cards, loan and mortgage accounts, and retirement accounts.
No. Money Management is a complimentary service provided to all our customers.
Yes. Money Management uses military-grade encryption to protect and safeguard your personal information.
No. Money Management does not currently offer the option to make payments from your outside accounts, but you can easily set up loan payments through online banking by going to “Loan Payments,” then “From Another Bank Account”.
Money Management can help you take control of your financial life by linking all your accounts in one place, helping you create a budget, identifying spending categories and trends, allowing you to set up financial goals and recognizing the most effective way to pay off debt.
Yes! You can access the Accounts, Transactions, Spending and Budgets portions of Money Management from our newly optimized mobile site.
Yes! You have the option to have email or text notifications sent to you. You can select which types of notifications you want to receive and even customize them to your preferences.
Banks or credit unions that utilize complicated security preferences, such as CAPTCHA or picture passwords, may stop Money Management from being able to connect and importing your account information.