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 for desktops, laptops, and in our mobile app. To get started on your computer, log in to online banking, hover over the Manage Money block at the top of the page and click Money Management to get started.
In the app, you’ll find Money Management under the ‘More’ icon. In all cases, follow the prompts to register and retrieve information from outside accounts.
Money Management can access your accounts at all United States financial institutions and brokerages, allowing you to see your complete financial status on a single page. It can auto-categorize 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.
MX 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.