Money Management

Money Management will provide the same in-depth overview of your spending trends as FinanceWorks does, with added features and benefits. These include more accurate auto-categorization of your transactions, requiring less work on your part, as well as more sophisticated goal setting, a personalized debt payoff calculator, access from the mobile app and more.

Some data, such as your transaction history from your TruWest accounts, are imported automatically. Outside accounts will need to be re-added by entering your login credentials from your other financial institutions. From there, your transaction histories will be auto-populated directly from those accounts. Customized categories, alerts and goals will need to be re-added as well.

Under the Accounts tab, click the Add an Account button in the top right corner. Enter in the name of the financial institution. Enter in your login information for that account, loan or credit card. From there, your transactions should automatically populate into your budgets.

Under the Transactions tab, simply click the transaction you wish to edit. From there, you can change the name of the payee and choose the desired category. You can even add your own subcategories by click on the plus sign next to a specific category, then selecting Add a Subcategory.

Under the Budgets tab, click on the bubble you wish to update. From there, you can click the pencil icon to edit the amount set toward this budget. Once you’ve changed the amount, click Save.

Yes! Under the Budgets tab, click Manage Budgets in the top right corner. Scroll down to the categories Not in Use, and simply click the category you want to add. From there, you can click on the new bubble and select the pencil icon to set an amount for your budget. Any transactions classified under this category will automatically populate into the amount spent.