Money Management is here!

Introducing Money Mangement- Now, you can access your information on our mobile app!

Money Management is HERE!  It has more features and functionality than ever before.  With the best data cleansing and categorization available, you will have the ability to see all of your financial relationships in one place, helping you improve your financial life!

You Get All of the Bells & Whistles.  What’s So Good About Money Management?

  • Many of the existing FinanceWorks experiences will continue to be available with a completely redesigned look and feel.
  • Money Management access from the Online Banking menu, as well as from our Mobile App!
  • Outside Account Aggregation of 18 months of transaction history for all accounts from FinanceWorks.  For security reasons, outside account login credentials are not being migrated, so you will see an error message in Money Management that will walk you through providing login credentials so that the accounts will aggregate successfully from that point forward.
  • Significantly improved auto-categorization of transactions, including the ability to split categories, add sub-categories and flag a transaction as personal or business.
  • Spending Chart, so you can see where your money is going!
  • Bubble Budgeting, including smart auto-creation of budgets based on spending history.
  • Email alerts AND text alerts!

Want to know the differences between the old and the new? Check out the chart below, plus click on the FAQs tab to learn more.

Need support? If you need help or have a question, logon to Online Banking, go to Money Management, click the question mark located in the upper right corner, click the Submit a Support Request  link and submit your issue. You are guaranteed a human response within 1 business day.

If you have any questions or need additional information, contact our Call Center at 800-914-8619 or email us.

Money Management VS FinanceWorks Rates
FeatureFinanceWorksMoney Management
Outside account widget on home pageXX
Spending widget on home pageX
Budget widget on home pageX
Aggregate outside accountsXX
Quick peekXX
Auto categorization success rate63%~90%
HistoryXX
Split transactionsXX
Tag TransactionsX
Add notes/memos to transactionsXX
Adding sub-categoriesXX
Flag & view business transactionsXX
Spending chartXX
BudgetsXX
GoalsX
View trendsX
Debt payoff calculatorX
Net worthXX
Email alertsXX
Text alertsX
MobileX

 

Is everything migrating from FinanceWorks?
While most account information for both hosted and outside accounts will be migrated from FinanceWorks to Money Management, including the names, account types and balances, there some limitations you should be aware of.

  • We will migrate – 18 months of transaction history for all accounts, assuming you have at least that much transaction history in FinanceWorks.
  • For security reasons, we are not migrating outside account login credentials. You will see an error message in Money Management that will walk you through providing your login credentials so the accounts will aggregate successfully from that point forward. 
  • Transaction categories will not be migrated, instead allowing the Money Management auto-categorization processes to correctly categorize the transactions with more accuracy.
  • Budgets will not be migrated, instead allowing you to use the one-click automatic generation of budgets based on the improved transaction categorization.
  • Alerts will not be migrated, but you can easily setup both email and SMS text alerts within Money Management.
  • Goals will not be migrated, instead encouraging you to setup not only Debt Payoff goals but Savings and Retirement goals as well.

Are there any new features?
Of course! In addition to the award-winning Money Management user interface, there are a variety of new features:

  • Optional Money Management in our Mobile App!
  • Improved category-level trends
  • Debt payoff forecasting
  • Detailed New Worth analysis and tracking
  • Expanded goals to include not only Debt Payoff, but Savings and Retirement goals as well
  • Cash Flow calendar
  • Text alerts in addition to the email alerts
  • Auto-categorization significantly improved from 65% in FinanceWorks to 90% in Money Management
  • End user-initiated support requests that go directly to Money Management for fast, expert responses – guaranteed to provide a human response within one business day
  • We will now refresh account details both nightly as we do in FinanceWorks, as well as real-time whenever you log into Money Management

Is anything changing?
There are a variety of things that are being improved upon or are changing within Money Management, including:

  • The Spending widget on the home page is being replaced with an interactive Budgets widget
  • Tax Watch is being replaced with broader categorization reporting that includes not only charitable donations and child care expenses, but every other category as well
  • Money Management access from the Online Banking menu, as well as from the Outside Accounts and Budget widgets on the home page

What is similar?
Many of the existing FinanceWork experiences will continue to be available in Money Management, but with a completely redesigned look and feel.

  • Money Management access from the Online Banking menu, as well as from the Outside Accounts and Budget widgets on the home page
  • Outside account aggregation
  • Significantly improved auto-categorization of transactions, including the ability to split categories, add sub-categories and flag a transaction as a personal or business
  • Spending, including smart auto-creation of budgets based on spending history
  • Email alerts

 

Online Banking

Money Management - Product Tour

Desktop computer and mobile device

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