Manage Your Money

MX Money ManagementTM, gives you a clear, organized view of your finances so you can make smarter decisions, build better habits, and stay on track toward your goals. Free* for all digital banking customers.

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With MX Money ManagementTM, you can:

  • Connect all your financial accounts in one place
  • Track and categorize your spending
  • Auto-generate a budget based on prior spending
  • Forecast debt payoff, using traditional or “debt snowball” methods
  • Anticipate future cash flow
  • Set financial goals on a timeline
  • Analyze and track your net worth
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Get Started with MX:

  • Log into online or mobile banking.
  • Mobile Banking Users: Click on the menu (stack icon) and select Manage My Money (MX).
  • Online Banking Users: Click on Manage My Money (MX) from the homepage banner menu.
  • Link external accounts (optional) for a full financial view.

Not an Online Banking user yet?

See How MX Makes Managing Money Simple

Watch the Video Tutorials

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Getting Started with Online Money Tools

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Creating Budgets in MX

We Have the Tools to Help Your Savings Grow

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Automatic Transfers

Set it and forget it. Move money from checking to savings automatically and watch your balance grow without even thinking about it.

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Roll-it Up Savings

Save a little every time you spend. Purchases with your debit card are rounded up, and the change goes straight into your savings.

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Financial Wellness Resources

From budgeting tips to easy-to-use calculators, we have the tools to help you make smarter money decisions.

*When using MX Money Management on your mobile device, data rates may apply.
Customer Service 800.649.3036