Managing your finances has never been easier.
With Money Manager, a part of online banking. By linking all of your accounts in one place, your total financial life can be categorized, charted and reviewed to gain a better understanding of your full financial picture. Automatically track and categorize spending from all accounts, easily create budgets and set alerts, manage debts and more.
With Money Manager you will be able to:
- Load all of your financial accounts into one place to gain a 360o Account View
- Track spending from all accounts
- Automatically categorize spending
- Interact with your budgets like never before
- Set up email alerts to keep you on track
- Instantly manage your debt
- Set and track financial goals
Sign-in to online banking and select Money Manager to get started. Available on mobile devices.
Features of Money Manager
360 Account View
Add all of your accounts from BankPlus and other financial institutions to Money Manager to get a 360 degree view of your finances. Keep track of what you have where, and what your overall financial picture looks like. Money Manager displays all financial information securely within your online banking, so you can access it all with one login instead of logging into multiple sites.
With the Bubble Budgets tool within Money Manager, you can easily target areas that need the most attention. View the status of each of your budget categories as well as a visual representation of how big each category is in relation to the rest of your budgets. Easily view specific budget details by clicking on a budget category’s "bubbles" and set up alerts to receive notifications of where you are in relation to your budget.
The Debts tool allows you to see all of your debts in one place and create an expedited payoff plan. The Debts tool teaches you how to use the snowball method, a debt-payment strategy that can dramatically reduce both the time it takes to pay off debt and the amount of interest you’ll pay.
Whether it’s saving for retirement, paying off a car loan, or just putting some money away for emergencies, we all have financial goals that require long-term planning. The Goals tool helps you make those plans and allows you to visualize them on a simple timeline. Set goals such as retirement goals, saving goals and debt payoff goals.
The Spend tool shows you where your money is going by category, so you can better understand your spending habits and stay on track with your financial goals. View a breakdown of spending in each category by subcategory, such as how much of your spending in Food & Dining is on groceries versus eating out. You can easily re-categorize any transaction to the category or sub-category of your choosing as well as set custom date ranges to adjust the range of transactions in your view.
Chart both your income and spending in every category over the last 3, 6, 9, or 12 months, all in one simple visualization. In just a few moments, you’ll be able to see if you’re living within your means and identify areas you need to work on. With the trends charts you can track your spending in each category over time in order to give real insights into your spending habits, view a breakdown of your spending by category and sub-category and track your spending against your income.