A Smarter Way to Manage Your Money

We know that the toughest thing about online financial management (OFM) is simply organizing all the details of your financial life. That's why we're excited to announce that new improvements to Money Tracker are rolling out on Wednesday, March 3.

Money Tracker is built to make it much easier to understand your spending and gain insights about how your money comes and goes each month. That means you can focus on doing what you need to do, rather than organizing all the information on your own.

Money Tracker can help you stay on top of your bills, your cash flow and your entire financial picture, so you can set clear goals and achieve them.

Smarter Spending

On the home page of Money Tracker you’ll see a spending wheel that shows you at a glance how much you’re spending on bill paying, entertainment/dining, retail, groceries and more. This gives you a head start on breaking your spending into more specific categories.

Better Budgeting

Build and view spending targets that are important to your financial big picture. The new insights feature provides your spending history, along with suggestions for staying on track.

Add a Spending Target Today

With Money Tracker it's easy to set a spending target and see how well your spending goals match your spending habits.

1. Log in and click the Money Tracker button.
2. Click on the Budget tab.
3. Click the Add a New Spending Target button.
4. Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit and track the accounts that will count towards the target.

Repeat for other spending categories — some of the most common expenses to track are groceries, transportation and dining out. Budgets will automatically reflect recent purchases based on the selected tags and will let you know when you're spending too heavily.