A Smarter Budgeting Tool

Money Manager comes ready to use for all Online and Mobile banking customers! There is no enrollment process, so you can start using all the features right away.

Yes! You can change the category to your preference or add a customized tag by following these steps:

1. Select the transaction from the Insight or Tracker.
2. Click the Pencil icon next to the category.
3. Choose a new category from the list and apply your changes. You can choose to apply to either one transaction or all similar transactions.
4. To add a customized tag, select the transaction and click "Add Personal Tag".

Find your Money Manager tools on the Account Summary page! You can also find it under the Money Manager tab in the menu.

Yes, you'll be able to connect external accounts within Money Manager to get a complete view of your finances.^{disclosure 2}

Insights are triggered by a number of different behaviors and transactions. If there are no transactions or certain behaviors occurring with the account, no Insights will be triggered. Remember, the more you engage with any Insights, the more likely you are to receive new, more custom Insights!

Not at this time. Money Manager will automatically alert you through relevant Insights that you can view from the Accounts Summary page, as well as the Money Manager dashboard.

You can set up a number of Mobile Banking alerts separate from Money Manager by navigating the menu bar to the Alerts tab.

Yes! When an external account is connected through Money Manager, you are giving the tool permission to track the transactions on the connected account. This helps provide more accurate suggestions by the Insights.