Integrate Your Business Account Information

Money Management offers a complete view of your finances right within Towne-Biz. This complimentary tool allows you to view all of your accounts in one place, track budgets, set goals, and manage debt.

Access these features and benefits from any device:

•  Account Aggregation – View your entire financial life on one screen
•  Debt Management – Project and prioritize a debt with debt payoff forecasting
•  Spending Analysis – Visualize spending by categories over a defined date range 
•  Budgets – Create custom budgets with categories and view as bubble or traditional bar charts 
•  Set Goals – Place your saving goals in a timeline and watch them grow 
•  Cash Flow Calendar – Plan for future expenses by identifying recurring deposits and payments on a financial calendar
•  Alerts – Set text* and/or email alerts based on your preferences

If you're a small business owner managing your own finances, you might use Towne-Biz Online Banking. With Towne-Biz and Quicken, you can take advantage of the following: 

• One-Step Updates with Direct Connect - This service allows Quicken or Quickbooks to communicate directly with online banking. You don't have to sign into Towne-Biz and manually download transactions - Quicken does this for you. Direct Connect also provides the convenience of transferring funds or paying bills with your TowneBank accounts, directly from within Quicken. 
• Downloads with Web Connect - Take advantage of free downloads of account information into Quicken or Quickbooks. Simply log into Towne-Biz, select your account and select 'Export' to download your transactions to the software you use. 

Open your Quicken or Quickbooks software to get started! Have your Towne-Biz User ID and Password ready to set up One-Step Updates/Direct Connect in Quicken.