Take Control of Your Money with Our Personal Finance Manager
What is the Personal Finance Manager?
It’s a simple, free, and familiar way to interact with, understand, and better manage your finances. When enabled, this money management solution is accessible in your online banking dashboard. You get the self-service financial management tools you want in a secure environment you know and trust.
Powerful Tools to Reach Your Financial Goals
- See the Big Picture: Easily link and add external accounts so you can view them side-by-side with your Bank of Marion accounts right on your digital banking home page.
- Crystal Clear Transactions: Automatically simplify and categorize your transactions across all your internal and external accounts. This makes it easy to identify your purchases immediately.
- Visualize Your Success: View your personal data in a variety of ways, including helpful charts for budgets, spending, cash flow, net worth, debts, and trends.
- Smart Savings: Gain valuable insights into your spending patterns and automatically identify new opportunities to save.
- Bank Anywhere: Access these robust tools on your own time using your desktop, tablet, or mobile device.
Our Personal Financial Management tool brings peace of mind by turning financial anxiety into total clarity and control over your money.
Ready to get started? Simply log into your online banking and send us a quick note through our secure message system requesting access. We will do the rest.
