Play Video

MoneyDesktop

All your money - one place.

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, debt management, bill pay reminders and mobile access are just a few of the tools to guide you along your way.

Account Aggregation

Merge your finances.

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

Finally see where it all goes... you might be surprised.

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.

Debt Management

Take control of your financial future.

Create a customized financial plan that fits your lifestyle. Then stay on track with a financial GPS that keeps you on the path to financial freedom and well-being.

At some point in our lives, most of us have borrowed beyond our means. If you're in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.

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.