Manage Money

Whether you’re looking to track spending, set financial goals, or monitor your progress, our easy-to-use money management platform offers everything you need to take control of your money. With real-time updates and intuitive features, you can effectively track spending and stay on top of your budget. Our tools provide a secure, comprehensive solution for all your financial planning and management needs, helping you make informed decisions about your saving goals.

Features and benefits of manage money:

• All your accounts in one place: Access all your financial accounts, including checking, savings, investments, loans, credit cards, and more, right from our online and mobile banking platform. Manage Money even allows you to add accounts from other financial institutions for a complete view of your finances.
• Budgeting tool: Take control of your spending with a smarter budgeting tool. Create custom spending categories, set goals, adjust budget amounts, and view historical budgets—all tailored to your lifestyle.
• Clear and simple transactions: No more deciphering cryptic transaction codes. Manage Money categorizes your transactions automatically, so you know exactly where your money goes—whether it’s “CSI-308613/22120-KW” or simply “Kwik Trip Gas Station.”
• Cash flow management: Stay on top of your finances by planning for future deposits and payments. The cash flow tool identifies recurring deposits and expenses, giving you a clear picture of your financial trends.
• Track spending visually: Use the spending wheel to see how your money is allocated across different categories. Drill down to subcategories, transactions, and even add tags or memos for deeper insight into your spending habits.
• Monitor your net worth: Keep tabs on your financial health by tracking your net worth—the difference between what you own and what you owe. Manage Money calculates it all for you, providing a simple snapshot of your financial position.
• Discover your financial trends: Use the trends tool to track your financial behavior throughout the year, making it easier to adapt and plan for the future.

Moving Your Banking Forward

With Manage Money, taking control of your finances has never been easier. No more bouncing between multiple apps or websites—everything you need is in one secure, convenient place. Whether you’re looking to budget better, monitor spending, or keep track of your net worth, Manage Money offers all the tools you need to stay on top of your financial goals. And if you ever need help, our friendly customer support team is here to assist you every step of the way, ensuring a smooth and stress-free experience.

Ready to take charge of your finances? Log in to our online banking platform or mobile app, select Manage Money, and start your journey to easier money management today!