Track your finances in one convenient location

Get a complete picture of your finances
Categorize expenses
Merge account info from other institutions
Quickly identify areas to improve

Money Management is a best-in-class personal financial management system that helps you better understand your spending, interest rate costs, credit card pay-off timelines and so much more. It is like a personal finance assistant at your fingertips, showing where you spend money and how your savings are growing. All you need to do is log in to Online or Mobile Banking to access it.

If you had previously used FinanceWorks™, and are using Money Management for the first time, the transition is simple:

  • Log into Online Banking as normal
  • Look for the green and red bubbles, and click/tap on 'go to Money Management'
  • Re-enter your login information for each of your external accounts.
That's all there is to it!

Getting Started with Money Management

Money Management Tool
  1. Link your external accounts
    Add accounts from other institutions so you can view your whole financial picture in one place. Nearly any financial account can be linked! Checking and savings accounts, investments, credit cards, loans, mortgages and other lines of credit can all be added. You can also easily track Cash or Property values by adding manual accounts.

    Tip: Property accounts are important in Net Worth for tracking your high-value assets, such as your house or vehicles.

  2. Review your transaction history.
    Transactions will be automatically cleansed for readability, and categorized to make it easy to see where your money is going. However, not all transactions can be automatically categorized, so it’s important to review your transactions regularly. For example, checks and ATM withdrawals will be left “Uncategorized,” and you will be prompted to assign a category for such transactions. Make any changes necessary to ensure your spending data is complete and accurate.

    It can be helpful to review your Spending chart after reviewing your Transactions. You will better understand how your transaction categories influence your financial reports, and can often reveal spending details that need to be re-categorized.

  3. Set up a budget.
    A budget makes it easy to visualize how much you’ve spent and how much money you have left for the month. Select “Auto Generate Budget” to let Money Management calculate your average monthly spending in each category for the last two months with complete data. This gives you a realistic starting point for your budget.

    Tip: An auto-generated budget will be more accurate and helpful if you first add any outside accounts and review your transactions so that your budget calculations are based on a full and complete spending history.

  4. Stay in the loop.
    Alerts can keep you notified of important things happening with your accounts, like a low balance or upcoming debt payment.
Need a reason to choose Sharonview?
you decide
Everything we do is geared toward helping you improve your financial standing, all while treating you the way you deserve. Experience the Sharonview difference.