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MoneyDesktop

Control Your Money

Control your money, don’t let it control you. MoneyDesktop 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 MoneyDesktop offers to guide you along your way.

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MoneyDesktop Features

  • Account Aggregation

    Tell your money to get it together. Aggregate your various financial balances and transactions into one place with MoneyDesktop and get a complete financial picture.

    MoneyDesktop aggregates over 10,000 financial institutions, and we add more every month. Account aggregation gathers basic financial information from all your different financial institutions and organizes it into one place.

  • Expense Tracking

    Tell your money to make up its mind. Don’t just track spending with MoneyDesktop; know your spending! Get powerful insights on where, when, and how you spend.

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

  • Budgets

    Tell your money to shape up. Visualize and interact with your budgets more meaningfully – using MoneyDesktop bubbles feature!

    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.

    At a glance, you will be able to determine a budget’s

    • State (color)
    • Relative value (size)
    • Spending progress (meter)
    • Relationship to other budgets
  • Security

    Privacy and trust. We are committed to confidentiality, integrity, and security. With that in mind, we’ve integrated MoneyDesktop into your online banking to ensure that your sensitive information is protected with the highest security standards.

Account Aggregation

Tell your money to get it together. Aggregate your various financial balances and transactions into one place with MoneyDesktop and get a complete financial picture.

MoneyDesktop aggregates over 10,000 financial institutions, and we add more every month. Account aggregation gathers basic financial information from all your different financial institutions and organizes it into one place.

Expense Tracking

Tell your money to make up its mind. Don’t just track spending with MoneyDesktop; know your spending! Get powerful insights on where, when, and how you spend.

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

Budgets

Tell your money to shape up. Visualize and interact with your budgets more meaningfully – using MoneyDesktop bubbles feature!

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.

At a glance, you will be able to determine a budget’s

  • State (color)
  • Relative value (size)
  • Spending progress (meter)
  • Relationship to other budgets

Security

Privacy and trust. We are committed to confidentiality, integrity, and security. With that in mind, we’ve integrated MoneyDesktop into your online banking to ensure that your sensitive information is protected with the highest security standards.

MoneyDesktop Training Videos

Getting Started With Accounts


Setting Up Alerts


Setting Up Budgets


Eliminating Debts


Setting Goals


Understanding Net Worth


Understanding Your Spending


Managing Transactions


Trends Overview

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Third Party Site Disclaimer

By accessing the noted link you will be leaving Bellwether Community Credit Union’s website and entering a website hosted by another party. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Bellwether Community Credit Union’s website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Bellwether Community Credit Union.

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Third Party Site Disclaimer

Custom Test - By accessing the noted link you will be leaving NAME Credit Union’s website and entering a website hosted by another party. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of NAME Credit Union’s website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of NAME Credit Union.

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Third Party Site Disclaimer

Custom Test - By accessing the noted link you will be leaving NAME Credit Union’s website and entering a website hosted by another party. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of NAME Credit Union’s website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of NAME Credit Union. Proceed to https://docs.google.com.