Introducing Money Manager from America First.
Here is how to get started:
It's a free, versatile tool that combines, tracks, and organizes all of your financial information. You can watch your expenses, create budgets, set future goals, and more.
Security is one of our top priorities, and you can be assured your financial data is protected with Money Manager.
Money Manager is available inside Online Banking, but we plan to add it to Mobile Banking in the coming months.
It will import 90 days' of transaction history from America First when you log in. The amount from another institution varies according to its policies.
As long as you keep your credit union account.
Yes. Log in to Money Manager, open Account View, then click on +Add an Account in the navigation bar. Choose Account Type, enter your details, and click Save.
Click on +Add a Manual Account and choose Property under Account Type.
When imported, they're auto-categorized based on how you and other users manage similar transactions. When you change a category, Money Manager will remember your preference for the next time.
No, these cannot be deleted. You can, however, choose to exclude accounts.
No, this data can't be recovered from account that's been deleted. Before you delete, be sure that's something you want to do.
Not all online systems are compatible with common aggregation methods.
A special category, Transfer, is for loan payments and transfers excluded from Spending and Budgets.
*Please note: All loan payments have two transactions: the negative transaction of money leaving your bank account, and the positive transaction of money being paid toward a debt, decreasing the amount you owe. The negative transaction should be categorized as an expense, so your budget will reflect your spending in that area. The positive transaction should be categorized as a transfer, so it does not void the expense of the loan payment. Credit card payments are different from auto loan payments, since there is no property associated. Credit card payments are for money borrowed, on a transaction already accounted for in your budget. If you actively use your credit card, those payments should be categorized as Transfer: Credit Card Payment.
It depends on where you have funds, but you will usually need to add each account separately. This means if you have three accounts with another institution, such as checking, savings, and a loan, you will need to enter your log-in credentials for each type.
Support varies based on browser version. Using something like Chrome will be more compatible than an outdated Internet Explorer version. If your browser is incompatible, Money Manager will alert you.