MoneyDesktop

MoneyDesktop offers a convenient, engaging, and complete money management experience. Now you can have an engaging money management experience securely within online banking. MoneyDesktop includes Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all of your financial accounts, balances, and transactions in one place - you will be able to visualize and interact with that data in new and meaningful ways - all conveniently and securely within online banking.

MoneyDesktop is so easy to use! To get started, login to Online Banking and click on the MoneyDesktop link in the left hand column. Then you will be able to:

  1. Add All External Financial Accounts
  2. Review Your Transaction History
  3. Auto-Generate a Budget

Account Aggregation

Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

MoneyDesktop aggregates over 10,000 financial institutions and we add more every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

 

Bubble Budgets

Tell your money to shape up.

Visualize and interact with your budgets in a more meaningful way - using bubbles! Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

 

At a glance, you will be able to determine your budget’s:

  • State or Status (color)
    • over, under, or near budget
  • Relative Value (size)
  • Spending Progress (meters)
  • Relationship to Other Budgets

 

 

Expense Tracking

Tell your money to make up it's mind.

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going and giving you in-depth insights into your spending habits.

Debt Management

Take control of your financial future.

MoneyDesktop allows you to create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being.

At some point in our lives, most of us have borrowed beyond our means. If you're in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.

 

 

 

Net Worth

Get the BIG picture.

Net Worth shows you a contextually accurate data visualization of your assets vs. liabilities.

Quickly determine if you are moving in the right direction - and to what degree. Even the smallest changes are easy to see and place in context.

Security

Privacy and Trust.

We are committed to confidentiality, integrity, and security. With that in mind we've integrated MoneyDesktop into your online banking to insure that your sensitive information is protected with the highest of security standards.

 

Login to Online Banking to start using MoneyDesktop today!

For additional information, please refer to the Frequently Asked Questions document.

If you need assistance, please contact a Member Service Representative or call 785-228-0149. Thank you.