What is Money Manager?
Money Manager is a robust, feature-packed Personal Finance Manager that helps you stay on top of your budget and financial goals:
- Track expenses across customizable categories
- Use your expense history to build an accurate budget
- Create savings goals and track your progress
- Analyze your spending patterns to reduce unnecessary expenses
- Track the performance of your investments
What do I need to use Money Manager?
Using this powerful tool is easy. By categorizing your online banking transactions, you can begin learning where your money goes and looking for places you might be able to save. Money Manager works well on most of today's browsers.
What types of accounts can I include in Money Manager?
By default, Money Manager will include all your Community State Bank accounts, as well as loans. Using a feature called "account aggregation," you can also include any other accounts for which you have online access. For example, you can bring in data from:
- Investment Accounts
- Mortgage/Home Loans at another institution
- Outside Checking or Savings Accounts
- Outside Auto or personal loans
- Outside Credit Cards
How secure is my personal account information?
Community State Bank uses the latest Internet security available, including secure communications (SSL), firewalls, 256 bit encryption, and operating systems that have been designed to provide maximum security.
Do I need extra software or hardware to use Money Manager?
No extra software is necessary. You can access your Money Manager from almost any PC that has Internet access.
Will Money Manager work with my current Internet Service Provider?
Yes, Money Manager works with any ISP.
Can I access my accounts from both home and work?
Yes, you can access your accounts from almost any PC.
Need Assistance?
If you have additional questions, contact Community State Bank for assistance.
