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. Direct Connect is only available to Towne-Biz users and is free for the first 3 months and $10 per month after. 
• 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.