Money Management
Visualize and manage your money in the most epic ways. With Money Management, you can view all your accounts in a single location.
Money Management Features
accounts
See all your accounts, including those at other financial institutions.
debts
Create a plan to manage your debt. Prioritize your payments and project payoff dates.
transactions
Filter by account or date. You can even mark tax deductible transactions throughout the year for easy tax filing.
net worth
View your net worth over time and see how certain transactions affect it.
spending
Get a snapshot of your spending categories and income sources.
Goals
Create, manage, and prioritize your financial goals.
Budgets
Create and track your budget. Bubbles help you understand the health of your budget instantly.
cash flow
Plan for the future by discovering how recurring deposits and payments impact your finances.
trends
View your spending habits and income over time with helpful graphs.
alerts
Sign up to receive texts or emails when your account is low, a payment is due, or you’ve exceeded your budget.
Learn More With These Helpful Resources
Important Information For Finance Works Users
Money Management is replacing Finance Works on February 6. Here's what's changing:
what will be migrated over from finance works?
- Account information for both hosted and outside accounts including names, account types & balances .
- 18 months of transaction history, assuming there is 18 months of history in FW.
What Won't Be migrating Over From Finance Works?
- Outside Account Login Credentials - For security purposes, outside account login credentials will not be carried over. Users will be prompted to input their login credentials so that accounts will aggregate successfully from that point forward.
- Transaction Categorization - To allow Money Management’s auto-categorization process correctly and with more accuracy, transaction categorizations will not carry over.
- Budgets – budgets will not be migrated, allowing you to use the one-click automatic generation of budgets based on the improved transaction categorization.
- Alerts - users can easily setup both email and SMS text alerts within Money Management.
- Goals - users can easily setup not only Debt Payoff goals but Savings and Retirement goals as well.
Get answers to frequently asked questions
How do I sign up for Money Management
To get started, log in to Online Banking and click the Money Management tab. Accept the Terms and Agreements. Now, you're ready to start budgeting!
Can I access Money Management on my mobile device?
Yes, you can access Money Management using the DuGood mobile app.
How often does account data get updated?
Each time a user accesses Money Management, all accounts are refreshed. A nightly aggregation refresh is performed for every Money Management user as well.
How often will Money Management users receive alerts?
Alerts are setup by users for specific actions/scenarios, so this will vary by user.