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