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Money Management – the newest, fastest way to aggregate all of your accounts, build budgets, and so much more is coming March 20! Not only will you be able to 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.


Important Information About the Upgrade

If you’re currently a registered user, there are important details that you should know to prepare you for the new Money Management program. 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 are some limitations you should be aware of:

  • For your security, we are not migrating outside account login credentials. You will receive a message in Money Management that will walk you through the quick login process so that accounts will aggregate successfully from that point forward.
  • Approximately 18 months of transaction history will migrate for all accounts, assuming you have at least that much transaction history in FinanceWorks.
  • To allow the auto-categorization processes to correctly categorize the transactions with more accuracy, transaction categories will not be migrated.
  • You will be able to use one-click automatic generation of budgets based on the improved transaction categorization—which is why budgets will not be migrated.
  • Alerts will not be migrated, but you can easily setup more timely email and SMS text alerts within Money Management.
  • Enhanced goal options will encourage you to setup not only Debt Payoff goals, but Savings and Retirement goals as well. Due to the enhancements, existing goals will not be migrated to the new Money Management program.


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
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