Modern Money

Take Control of Your Finances with Money Management

Tired of looking through multiple apps to track your finances? Try Money Management, our all-in-one finance tool that allows you to view and manage all your accounts in one place. Accessible through your online banking dashboard or the BG Mobile app, Money Management can be connected to all your BankGloucester accounts, as well as any external accounts you may have at other financial institutions.

Once linked, you will be able to view transaction history, payments, bills, and balances across all accounts. Get a complete overview of your finances and gain valuable insights by tracking cash flow, calculating net worth, setting financial goals, and developing a custom budget.

Comprehensive Financial Overview

Our Money Management tool offers an easy way to gain a complete overview of your finances by allowing you to connect to both internal and external accounts. Once linked, you can view all your assets and liabilities in one place, making it easier to understand your financial standing. This holistic view helps you track your net worth, monitor account balances, and stay on top of your financial health with ease.

In addition to providing a consolidated view, our tool lets you review transaction history across all linked accounts, ensuring you never miss a detail. Create custom budgets tailored to your lifestyle, helping you manage your spending and savings goals more effectively. Money Management’s bubble-style budgeting tool automatically categorizes your expenses, and displays each category as a bubble. You can then easily determine where your money is being allocated and make adjustments if necessary.

Looking to get more in depth with your budget? Create custom sub-categories to breakdown your spending even further. Whether you’re planning for a big purchase or simply trying to stay within your monthly budget, our Money Management tool empowers you to make informed financial decisions.

How to
Get Started
with Money Management

1. Log in

To access Money Management, first log in to your online or mobile banking dashboard, then select Money Management from the navigation menu.

If you haven’t enrolled in online banking already, you will need to sign up before you can access your account.

2. Connect Your Accounts

Money Management allows you to connect all of your financial accounts including those at other financial institutions, you can even add loan accounts and credit cards!

To link a new account, click on “Add an Account” located at the top right corner of the page.

3. Review Activity

Now that your accounts are set up, click the Transactions tab to review activity across all of your connected accounts.

To view activity for specific accounts, click on the “Filter Accounts” button on the top left of the page and select which accounts you want to include.

Manage Your Finances with Ease

Review Spending

Use the Spending tab to view a breakdown of your transactions by category to give you an idea of where your money is allocated.

To breakdown your finances even further use the Trends tab, which will display your categorized spending month by month, helping you to identify & track changes in spending habits over time.

Track Net Worth & Cash Flow

The Debts tab shows a visual representation of your total debt over time. You can view debt account details like balance, APR, and current amount due for each account.

To see a complete overview of your assets & liabilities, go to the Net Worth tab. Money Management automatically compares your assets & liabilities providing updated net worth information each month.

Create a Budget & Set Goals

The Budget tab will help you create a personalized budget by categorizing your transactions into expense groups like monthly bills, groceries, entertainment and more.

To create a more detailed budget, you may choose to add custom sub-categories. Money Management also makes it easy to track long-term financial goals in the Goals tab.

BankGloucester’s Money Management tool is here to streamline your financial planning. It offers a clear picture of your finances, helping you make smart decisions, monitor your spending, and reach your financial objectives effortlessly. Whether you’re handling everyday expenses or planning ahead, Money Management equips you with the necessary tools and insights to maintain your financial well-being. Start using Money Management today and take charge of your financial future with BankGloucester.