Money Manager

Learn the Power of Cash Flow with Money Manager

Connect all of your financial accounts in Money Manager, a personal financial management tool, so you can get a high-level overview of your financial health. 

  • Aggregate accounts
  • Plan Cashflow
  • Set a budget
  • Create savings goals
  • Calculate your net worth

Start Your Cash Flow Info Flowing

Cash flow management in our Online Financial Management tool is easy. Just a few easy steps and you're there!

How to Add a Bill or Income

  • Navigate to the "Cashflow " tab.
  • Select "Add income" or "Add Bill" from above the calendar view.
  • Complete the required fields including: Name your bill/income, how much and often you get paid or what amount is due.
  • Click the green "Add Bill" or "Add Income" button on the bottom of the form.
  • Your bill or income will now appear on the calendar for you, whether it's a monthly, weekly or quarterly payment. 

That's it! It's that simple. But while you're there, why not set up a few more?