Money Management

Money Management offers a complete view of your finances right within Towne-Personal. 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
Need help?  Review the Frequently Asked Questions to learn how keep record of categorizations, how to transfer over tax information, and who to call for support. 

Your mobile carrier's web access and text messaging charges may apply.