Money Management

- Your Go-To Budgeting Tool via OnlineAccess - 

Money Management is designed to make your online experience more helpful and convenient by displaying graphs and bubble charts to help you better visualize your budgeting and spending goals.

As a user, you'll enjoy:

  • A single view of both your internal and external accounts with allowance to change the account name, type, interest rate, credit limit and much more!
  • Filtering the views inside your internal and external accounts, searching the dataset for keywords or amounts and even having tax deductible transactions marked throughout the year.
  • Visualizations of spending categories over a defined data range (as shown in Figure 1 below), custom budget categories (as shown in Figure 2 below) and spending trends over time.
  • A debt plan that allows users to view balances, APR, last payment dates and projected debt payoff dates.
  • Managing personal goals on a timeline by creating, naming and associating the goal with an internal or external account.
Figure 1:

Money Management Spending

Figure 2:

Money Management Budgeting