Money Manager

Managing your financial life is easier with Money Manager, the next generation of personal financial management from Jefferson Bank.

You can create your personalized budget and savings goals, set alerts, track your progress, and view all of your accounts in one place; even credit cards and loans. You can even manage your accounts from other institutions. We have everything you need to help you reach your financial goals all from your smartphone or tablet!+

Log into Online Banking

Features

  • View all of your financial accounts, even those from other institutions*
  • View checking, savings, credit card, loan, and investment accounts
  • Easily create customized budgets and savings goals
  • Automatically categorize transactions into budget categories
  • Track progress visually with charts and graphs
  • Monitor income and upcoming bills with the Cashflow Calendar
  • Calculate net worth by adding your assets and debts, including stocks
  • Conveniently access Money Manager from anywhere using your computer, smartphone, or tablet
  • Receive email or text alerts+ to notify you when you have an upcoming bill, exceed a spending target, or when you are close to reaching a financial goal

 

Money Manager is safe, secure, and FREE!

 

Get started with our FREE Money Manager today!

  1. Login to Online Banking. (Need an Online Banking User ID, click here)
  2. Access Money Manager from the Navigation Menu
  3. Accept the terms and conditions to enroll!

Enrolling from your smartphone? Download our Mobile Banking App today and enroll on the go from the convenience of your smartphone!

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Not a customer of the bank yet? With Money Manager as your personal financial assistant, you'll want to be soon. Here's how to get started:

  1. Visit a branch to open an account or open an account online
  2. Set up an Online Banking User ID
  3. Login to Online Banking
  4. Access Money Manager from the Navigation Menu
  5. Accept the terms and conditions to enroll!

 

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