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Your financial life, when and where you need it.

Let's be honest, technology can be a marvelous tool or feel like an over complicated burden. 

That's why we spent a great deal of time building Money Manager so that it would help build your financial confidence, not slow you down.

You work hard for your money, so when you're off work that time should be spent relaxing and enjoying yourself, not sitting in front of a screen, trying to figure out your finances. 

Money Manager is built so that you have clear, intuitive access to your financial information. And it's easy to sync all your accounts like mortgages, car loans, student loans, credit cards in one place to get a clear picture of your entire financial life in one spot.

Plus, once it's all there, you can set spending targets and saving goals. You can see what your cash flow looks like on a weekly, monthly or annual basis. And it's all designed with you in mind.

Whether you're on your phone, at a desktop or on a laptop, it's all the same easy, seamless experience. It's banking where you need it, when you need it. And the more of your accounts you add, the clearer the picture you'll get of your entire financial journey.   

How to Sync Accounts in Money Manager

Step 1: On your Dashboard, click "Add" under navigation above your current accounts. 

Step 2: Select your account from the available institutions OR use the search feature to find your account. 

Step 3: Complete the required account information and select "Connect." 

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

 

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