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Money Management

Climb to new heights with this financial management solution. Money Management provides members with an intuitive, user-friendly place for managing money and improving financial life.  Now you can visualize and interact with your money.  View all your accounts and transactions in a single location. Learn where and how you spend. Receive timely alerts and notifications.  This is a FREE service and is available from within Golden Plains Online.

  • Accounts — Know your finances and view all your accounts, including those with other financial institutions.
  • Transactions — An aggregate view of all transactions from internal and external accounts.  You can filter the view by account or date, as well as search for any keyword or amount.  Other functions include the ability to add manual transactions and to export the list to a .csv file.
  • Spending — Every transaction is automatically categorized so you can spend smarter.  Within this tool, you have a visualization of spending categories over a defined date range.  You can view income sources and drill down to subcategories and transactions.
  • Budgets —Bubbles help you understand the relative health of your budgets instantly and track your spending.
  • Trends — A visualization of spending over time divided into categories.  You can drill into subcategory views and see transaction details; track income and define the date range over 3, 6, 9 or 12 months.