MoneyDesktop is here!

September 18, 2013

MoneyDesktop Now Available

MoneyDesktop is seamlessly integrated into online banking with a “widget” like implementation and functionality. Now you can have an engaging money management experience securely within online banking.

MoneyDesktop includes features like Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all 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.

 Login to Online Banking to start using MoneyDesktop today!

Bubble budgets

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 a budget’s:

  • State/Status (color)                      

        – over, under, or near budget

  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

 

Expense Tracking

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. Unlike other spending pies, MoneyDesktop reinforces the parent – child relationship of categories, giving you in-depth insights into your spending habits.

Debt Management

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.

The new version includes an updated data visualization that reflects debt details more accurately – allowing a user to quickly see which debts are being paid down and for how long.

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 

The updated Net Worth app displays data that can be immediately actionable and motivating. 

 For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. The new Net Worth app 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.

 Login to Online Banking to start using MoneyDesktop today!

 

Rates

Tools and Links

The Link Newsletter

Subscribe for monthly updates!