Managing Your Money Just Got Easier
Money Management by MX puts money management at your fingertips – and your financial goals within reach. It’s free, it’s intuitive, and it can make a difference in your family’s financial life.
MX Money Management is available in our mobile app and in online banking for desktop and laptop computers. In the app, you’ll find Money Management under the ‘More’ icon. On your desktop or laptop computer, log in to online banking, hover over the Additional Services heading at the top of the page and click Money Management on the drop down menu. In all cases, follow the prompts to register and retrieve information from outside accounts.
Money Management can access your accounts at nearly all United States financial institutions and brokerages, allowing you to see your complete financial status on a single page. It auto-categorizes your expenses, enabling you to see exactly where you’re spending money. It contains spending charts, trend reports, and tools for budgeting and managing debt.
This powerful program is more than just another personal financial management program. Here are a few of the available tools:
- An intuitive interface presents information in a clear format that will encourage you to set actionable, realistic goals.
- Import outside accounts and give yourself the ability to see your entire financial status on a single page.
- Take control of your finances by learning exactly when and where your money is going.
- A debt management tool allows you to manage a payment plan, project debt payoff dates, and prioritize the payment of certain debts.
- A Financial Checkup tool that recommends actions you might need to improve your financial health.
