Account Management Services

Money Management Made Easy

Managing your finances is crucial to your financial success. Keep up with your Sharonview accounts and external accounts, through our Money Management feature. Here are some highlights:

• Quick access from Online Banking and Mobile App
• Better understand your spending
• Create and manage a budget 
• Keep up with your investments portfolio
  
  

1. Link your external accounts
   Add virtually any account from other institutions so you can view your whole financial picture in one place. 
   
   Sharonview Secret: Property accounts are important in Net Worth for tracking your high-value assets, such as your house or vehicles.
   
   
2. Review your transaction history
   Nearly all transactions are automatically categorized to make it easy to see where your money is going. 
   Review your Spending chart to better understand how your transaction categories influence your financial reports.
   
   
3. Set up a budget
   Visualize your spending and saving or let Money Management calculate your average monthly spending! This gives you a realistic starting point for your budget.
   
   Sharonview Secret: An auto-generated budget will be more accurate and helpful if you add any outside accounts and review your transactions so that your budget calculations are based on a full and complete spending history.