Central Bank’s free Money Management tool gives you a clear view of all your finances in one easy-to-use dashboard. Money Management lets you easily visualize and interact with your money, view all your accounts and transactions in a single location, and learn where and how you spend. It also sends timely alerts and notifications so you can clearly see where every cent goes and make more informed financial decisions. Sign up now through your Online Banking account.
Money Management Video Tour
How to Use the Money Management Tool
Money Management is a powerful free tool available within Online Banking to help you stay on top of your finances and plan your financial future.
Simple & Streamlined
Once you’re set up, Money Management pulls all your financial information into one place, so you can finally get the entire picture.
Budget with Ease
Money Management automatically categorizes transactions so you can see where you spend every dollar, enabling you to better analyze your behavior and find ways to save.
Now you can manage financial accounts from over 19,000 institutions all in one place. Get a clear view of your checking and saving accounts, credit cards, loans, retirement, investments and more—at any time.
Set personal spending or saving goals and track them effortlessly. Whether you’re saving up for a down payment or trying to get out of debt, you’ll be able to monitor your progress from day to day.
Track Your Net Worth
Not only can you add financial accounts, but you can also include assets such as your home or car to get a real idea of your overall wealth.
Take advantage of Money Management’s notification system that can alert you with text and/or email messages based on your preferences. Alerts include: Exceeded Budgets, Debt Payment Reminder, Low Account Balance, Large Deposit, Large Expense/Withdrawal, and Fee Charged.
Use this tool to manage a debt plan and achieve financial freedom sooner. You can view balances, last payment dates, and minimum payments. You can also project debt payoff dates and prioritize the payoff of certain debts.
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