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!

 FinanceWorks™ Money Management™
Outside Accounts widget on home pagexx
Spending widget on home pagex
Budget widget on home pagex
Aggregate outside accountsxx
Quick peekxx
Auto categorization success rate63%~90%
Historyxx
Split transactionsxx
Add notes/memos to transactionsxx
Adding sub-categoriesxx
Flag and view business transactionsxx
Spending Chartxx
Budgetsxx
Goalsx
View Trendsx
Debt Payoff Calculatorx
Net Worthxx
Email Alertsxx
Text Alertsx
Mobile App (Coming later this year)x
Outside account data and transaction datax

 

Set up is easy and fast! Simply login to Home Banking and select Money Management to get started.

Following is a sneak peak of our exciting new tool, Money Management:

Not a member of Tower Federal Credit Union yet? See if you are eligible to join!

For further assistance, please visit a branch or call our Member Service Center at 301-497-7000 or 800-787-8328.

Money Management is a trademark of NCR Corporation.

This image is hidden, but is needed to pull in the custom lightbox library to this page for the demo to work