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MoneyDesktop

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Watch your money come to life

See all your financial accounts, balances, and transfers in one place where you can visualize and interact with the data in new, meaningful, and helpful ways.

Bubble budgets

Not all budgets are created equal. Circles, or bubbles, allow you to quickly identify which of your budgets need the most attention.

  • Status (color): are you over, under or near budget?

  • Relative value (size)

  • Spending progress (meter)

  • Relationship to other budgets

Expense tracking

Don’t just track your spending; know where, when, and how you spend.

  • MoneyDesktop automatically categorizes and tracks spending from all your accounts

  • Gives in-depth insights into your spending habits

Debt management

Take control of your financial future with a customized financial plan that fits your lifestyle. A financial GPS keeps you on the path to financial freedom.

  • Updated data visualization reflects debt details more accurately

  • See which debts are being paid down and for how long

  • Step-by-step instructions on how to get out of debt if you’ve borrowed beyond your means

Net worth

Get the big picture with the net worth feature.

  • Shows a contextually accurate data visualization of assets versus liabilities

  • Quickly determine if you’re moving in the right direction
Get mobile

Meet MoneyMobile, MoneyDesktop’s engaging mobile counterpart.

  • Makes money managing easier and more convenient

  • Lets you visualize your finances in meaningful and engaging ways

Tip: Before using MoneyMobile, please ensure you setup MoneyDesktop within e-Banking.

  

Your financial well-being begins here

Spend today planning for a secure future with the help of Community Choice Investment Services Financial Planners.

Investment Services
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