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Money Management

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Coming February 1st!

We are migrating to a new personal finance manager called Money Management that will give you the features that were available in FinanceWorks and more, including being able to access Money Management through your mobile device! Transactions you already have in FinanceWorks that are 18 months old or newer will automatically be migrated and categorized into Money Management. This includes your Accentra accounts or any external accounts you have set up in FinanceWorks. For security purposes you will need to go into set up and enter your username and password for each of the external accounts after the migration takes place.

Money Management gives you the ability to:

View all of your financial accounts at one time, in one place.

Keep track of your transactions, across all of your accounts.

Watch your spending over a set time or by specific categories.

Set and manage your budget.

Look at your spending trends over set periods of time.

Maintain a debt plan, including projecting payoff dates and prioritizing the payoff of certain debts.

Watch your net worth over time and review how certain transactions impact your overall net worth.

Create goals and visualize them along a timeline.

Track cash flow based on recurring deposits and payments.

Receive alerts via text or email message based on your preferences.

If you have Money Management questions or would like more information, please contact us.