Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Your Personal Finance Hub

Welcome to Money Manager, the all-in-one personal financial management tool integrated into FVSBank’s Digital Banking. Whether you’re budgeting, tracking spending, or planning for the future, Money Manager puts you in control.

 


 

💡 Key Features

  • 📊 Spending Categorization
    Automatically organizes your transactions into categories like groceries, entertainment, and utilities so you can see where your money goes.
  • 💰 Budget Creation & Tracking
    Set monthly budgets and track your progress with visual indicators and alerts.
  • 🔔 Notifications & Alerts
    Get reminders for upcoming bills, low balances, and unusual spending activity.
  • 🧾 Bill Pay Integration
    Pay bills directly from your dashboard and track due dates with ease.
  • 🏦 Account Aggregation
    Link external accounts to view all your finances in one place—checking, savings, credit cards, loans, and investments.
  • 📈 Spending Trends & Comparisons
    Analyze your spending month-over-month and compare with peers to gain insights into your financial habits.
  • 🛠️ Financial Tools & Calculators
    Access tools to calculate savings goals, loan payments, and more.
  • 🎯 Goal-Based Savings
    Set and track savings goals like emergency funds, vacations, or big purchases.
  • 🔐 Secure Access
    Multi-factor authentication and encrypted connections keep your data safe.

 


 

How to Set Up Money Manager

  1. Sign in to your digital banking account.
  2. Scroll through your transactions until you find the Overview/Insights section.
  3. Select Insights.
  4. Click the Enroll button to activate the feature.
  5. Tap the Tools icon next to Spending by Category.
  6. Choose Tags from the available options.
  7. Select the categories you want to monitor.
  8. Your transactions will refresh with updates overnight.

 


 

Money Manager Video Tutorial

digital budgeting image video

Your Personal Finance Companion

Take control of your financial future with Money Manager — a smart, secure, and intuitive tool built into your digital banking experience.