FinancialEdge Community CU Go to main content

MONEYDESKTOP - NOW AVAILABLE
     Control your money, don't let it control you.

MoneyDesktop is an online money management tool, integrated into online banking to track your finances, plan for the future, and most importantly get out of debt. What’s unique about MoneyDesktop in a world of sites like Mint.com is that the software auto-generates a plan using a variety of methods to help you get out of debt the most efficient way. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way. Essentially, it’s a one stop financial wizard.


ACCOUNT AGGREGATION
     Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

MoneyDesktop aggregates over 10,000 financial institutions and we add more every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

 

 


EXPENSE TRACKING 
     Tell your money to make up its mind.

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

MoneyDesktop automatically categorizes & tracks spending from all your accounts, so you can see where your money is really going. Then create relative budgets based off your actual spending, income, debts, and expenses.

 

 

 


BUBBLE BUDGETS
     Tell your money to shape up.

A better way to budget. Visualize and interact with your budgets in a more meaningful way - using bubbles!

Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

At a glance, you will be able to determine a budget’s:

  • State (color)
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets


SECURITY
     Privacy & Trust.

We are committed to confidentiality, integrity, and security. With that in mind we've integrated MoneyDesktop into your online banking to insure that your sensitive information is protected with the highest of security standards.

 

Access MoneyDesktop

Go to main navigation
Home|Locations & Hours|Contact Us

Routing #:272476844