Money Management Questions

Money Management Questions

What types of outside accounts can I add?

Is there a charge for using the service?

Is it safe to connect all my accounts to the same place?

Can I make loan payments from my outside accounts through Money Management?

What kinds of things can Money Management do?

Can I access Money Management from my phone or tablet?

Can Money Management send me account notifications?

Why can't I add my accounts from certain banks or credit unions?

What types of outside accounts can I add?

You can add checking and savings accounts, credit cards, loan and mortgage accounts, and retirement accounts.

Is there a charge for using the service?

No. Money Management is a complimentary service provided to all our customers.

Is it safe to connect all my accounts to the same place?

Yes. Money Management uses military-grade encryption to protect and safeguard your personal information.

Can I make loan payments from my outside accounts through Money Management?

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”.

What kinds of things can Money Management do?

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.

Can I access Money Management from my phone or tablet?

Yes! You can access the Accounts, Transactions, Spending and Budgets portions of Money Management from our newly optimized mobile site.

Can Money Management send me account notifications?

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.

Why can't I add my accounts from certain banks or credit unions?

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.