Money Management

  

Personal finance management tool available on German American Online Banking and our Mobile Banking App!

Money Management is a user-friendly budgeting tool that gives you an all-inclusive view of your finances - including those with other financial institutions - all in one portal! Money Management categorizes your transactions, helps you create budgets, and allows you to view spending trends and manage your debts. Plus, these features will also be available in our Mobile Banking App, allowing you secure and convenient access to your financial life while on the go!

With Money Management, you can view:

  • Accounts - single view of all your internal accounts (German American) and external accounts
  • Transactions - aggregate view of all transactions from internal accounts (German American) and external accounts
  • Spending - visually see your spending trends over a defined data range
  • Budgets - create custom budgets, change budget allocation, and view historical budget as interactive bubbles or traditional bars
  • Trends - see your spending trends over time, divided into categories
  • Debts - manage your debt plan and project debt payoff dates
  • Net Worth - view a detailed Net Worth analysis
  • Goals - create, manage, and visualize goals on a timeline
  • Cash Flow - calendar view identifying recurring deposits and payments to help plan for future expenses
  • Alerts - set up notifications by text or email based on user preferences