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Money Management

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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

Here's How it Works

How to Access Money Management

Web Browser

  • Log in to your account using the login menu on the top right-hand corner of the screen.

Login Menu

  • Under "Additional Services" select the "Money Management" tab.
  • Follow the demo to get started.

Money Management Navigation

Mobile App

  • Download the app by using the links below or search "Reliance State Bank" in the App Store or Google Play.

Download on the App Store     Get it on Google Play

  • Log in to your account.
  • Select the "More" icon.
  • Scroll down to "Money Management."
  • Follow the demo to get startedNavigation to Money Management on RSB Mobile App

Need Help?

We're happy to assist you, just give us a call:

  • Toll Free: 800-535-2169
  • Story City: 515-733-4396
  • Garner: 641-923-2801

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