Money Management

Money Management

Budgeting is a crucial part of financial wellness, and our money management tool can help you with budgeting and taking control of your finances. Our money management tool allows you to:

• Set financial goals and create timelines (savings, debt payoff, retirement plans, etc.)
• Create a budget and categorize expenditures
• Analyze trends in your spending over time
• Set up alerts to keep you on track
• Access all your accounts in one place, including those at other financial institutions, such as checking, savings, investments, loans, credit cards, and more