Woman working on a computer with graphs and coins around her

Peaks Money Manager

Take control of your finances

 

Online Money Management

Peaks Money Manager™ is an online money management tool, integrated into Online Banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.

 

Budgets

Tell your money to shape up.

A better way to budget. Visualize and interact with your budgets in a more meaningful way — using bubbles!

Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

Peaks Money Manager on Phone, Tablet, and Computer screens
 

Account Aggregation

Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

Peaks Money Manager™ aggregates over 10,000 financial institutions and more are added every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

Listing of accounts in Peaks Money Manager™ aggregation
 

Expense Tracking

Tell your money to make up its mind.

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

Peaks Money Manager™ automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Then, create relative budgets based off your actual spending, income, debts, and expenses.

iPhone screen image of expense tracking bubbles in Peaks Money Manager™
 

Security

Privacy and Trust

We are committed to confidentiality, integrity, and security. With that in mind we've integrated Peaks Money Manager™ into your online banking to insure that your sensitive information is protected with the highest of security standards.

Questions about Peaks Money Manager?

For questions about Peaks Money Manager, check out our video tutorials or contact us.