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Money Management

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When you access Money Management™ from Online or Mobile Banking, you can link your external financial accounts such as credit cards, retirement funds, loans and deposit accounts, allowing you to view your entire financial picture all in one place! Plus, set budgets, view your spending trends, and categorize your transactions. Managing your money has never been easier!  

Features        

Picture of computer with Money Management screen

  • Access by logging into Online Banking and clicking on the Money Management™ widget on your online banking home page
  • Link all of your external financial accounts, which allow you to view your entire financial picture all in one locaction
  • Track your transactions easily due to auto-categorization
  • View your spending chart to see where your money is going
  • Set up budgets based on your spending habits and goals
  • Set up email and text alerts for your transactions
  • Access available in our Mobile Banking app
  • Establish debt payoff goals, savings and retirement goals
  • Detailed net worth analysis and tracking
  • Project future cash flow based on recurring deposits and payments with the cash flow calendar

How-to-guides & FAQs for using Money Management™

Alerts Net Worth
Budgets Spending
Cash Flow Transactions
Debts Trends
Goals

Contact us at (515) 733-4396 in Story City, or (641) 923-2811 in Garner with any questions! 

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