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Money Management – the newest, fastest way to aggregate all of your accounts, build budgets, and so much more is now here! Not only can you see all your financial accounts, balances, and transactions in one place – but the data you enter is then graphically displayed making it a breeze to interpret. Money Management makes it easy to review your finances, build a plan, and help you reach your goals.


How It Works

Money Management is seamlessly integrated within Online Banking under the Manage Money tab. This convenient, engaging tool is your complete money management experience. The widget-like functionality brings your financial information to life in a new, exciting way. Just login to Online Banking to get started. Money Management will start up immediately.


New Powerful Features

Bubble Budgets

The simple, graphical way to visualize and interact with your budgets in a powerful way. Using bubbles to represent budgets allows you to quickly identify budget items that need the most attention. At a glance, you’ll be able to determine:

If you’re over/under budget

Spending progress

Relationship to your other accounts and budgets


Expense Tracking

Strategic insight into where, when, and how you spend your money. Money Management automatically categorizes and tracks spending from all your accounts, so you always know exactly where your money is going. Unlike traditional spending pies, Money Management not only categorizes, but allows you to drill down and obtain deeper insights into your spending habits.


Debt Management

Money Management allows you to create a customized financial plan that helps you stay on track with a financial GPS that keeps you on the right path. You can also get step-by-step instructions on how to eliminate debt and maximize your income.


Net Worth

All of your assets and liabilities combined into a clear visual presentation that provides immediate and actionable next steps. Quickly determine if you’re moving in the right direction and if you’re meeting your goals.


Getting Started is Easy

Simply login to Online Banking and select Money Management from the main navigation menu. If you have any questions regarding this new system, please contact us at 1-800-226-6428 or

Questions? Ask McClever.

  • 1-800-226-6428 |
  • Routing Number: 226077943 |
  • NMLS# 407684
  • FDIC
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