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MoneyDesktop

Control your money. Don't let it control you.

MoneyDesktop is an online money management tool, integrated into online banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.

Account Aggregation

Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

MoneyDesktop aggregates over 10,000 financial institutions and we add more every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

Expense Tracking

Tell your money to make up its mind.

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

MoneyDesktop automatically categorizes & tracks spending from all your accounts, so you can see where your money is really going. Then create relative budgets based off your actual spending, income, debts, and expenses.

Budgets

Tell your money to shape up.

A better way to budget. 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 (color)
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

Security

Privacy & Trust

We are committed to confidentiality, integrity, and security. With that in mind we've integrated MoneyDesktop into your online banking to insure that your sensitive information is protected with the highest of security standards.