Managing Your Finances Just Got Easier—with Money Management™
Coming in March 2018, this exciting new budgeting tool (which replaces FinanceWorks™) helps you view all your accounts and transactions in a single location—including those from other financial institutions. Now you can get a handle on your spending and budgeting with custom categories and the ability to view transaction trends.
What does your financial picture look like?
Money Management helps you easily visualize the following:
- Know Your Finances. See all your accounts in one place, including those with other financial institutions.
- Track Your Budget. Bubbles help you understand the relative health of your budgets instantly.
- Watch Your Spending. Every transaction is automatically categorized so you can spend smarter.
If you liked FinanceWorks…You’ll LOVE Money Management!
|Outside Accounts widget on home page||x||x|
|Spending widget on home page||x|
|Budget widget on home page||x|
|Aggregate outside accounts||x||x|
|Auto categorization success rate||63%||~90%|
|Add notes/memos to transactions||x||x|
|Flag and view business transactions||x||x|
|Debt Payoff Calculator||x|
|Mobile App (Coming later this year)||x|
|Outside account data and transaction data||x|
Set up is easy and fast! Simply login to Home Banking and select Money Management to get started.
Money Management is a trademark of NCR Corporation.