Money Management

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A Visual Way to Manage Your Money

Now there’s an easier, more interactive way to manage your finances. Money Management helps you make smarter financial decisions by aggregating all of your accounts — at CommunityAmerica and elsewhere — in one convenient location in Online Banking. Simply log in to check it out. Not enrolled in Online Banking? It’s super quick.

Keep Your Finances Organized

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Accounts

See all of your accounts, including ones at other financial institutions, in one handy snapshot.
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Budgets

Vibrant interactive charts help you visually understand and follow the health of your budgets.
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Spending

Track your spending trends and habits over time to see where and how you spend your money.

Money Management Features

Interactive budget bubbles to you on track.

Automatic Categorization

Money Management automatically categorizes your transactions for you. However, it also gives you the flexibility to assign a transaction to a different or custom category and will learn from your categorizations over time. You can also manage tax deductible transactions throughout the year, then filter for easy access during tax season.

Start Using Money Management Today

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FAQs

Member Favorites

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Profit Payout

We share our profit with those who bank with us. This year we gave back $8.4 million1.
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Mortgage

Our team of friendly local mortgage experts can help you get into your dream home.
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High Interest Savings

Grow your money faster at a rate of up to 4.00% APY2 on balances up to $1,500.

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