Why use Finance Manager?

 

Finance Manager will give you financial control and save you time and money. You'll know where your money goes, how much you are saving, and be able to set goals and track progress. You can sync accounts with nearly 20,000 financial institutions.

  • Get your complete financial picture.
  • Tag transactions to understand spending habits.
  • Make informed choices with the cash flow calendar.
  • Visually track your progress, reach financial goals quicker and easier.
  • Stay informed with account alerts.
  • Monitor total assets and debt for up-to-date net worth.
Plan the best holiday ever!
 

Add An Account

Syncing other accounts in Finance Manager for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are synced, track spending, set budgets, calculate your net worth and more.

  • Step 1: Select "Add" above your current account listing.
  • Step 2: Select an institution or use the search to find your institution.
  • Step 3: Enter in the required information and select "Connect".

You'll receive a notification on your Finance Manager dashboard once the account has been synced successfully.

 

Cash Flow Calendar

The cash flow calendar brings your budget to life through an interactive calendar. With the calendar you can see how much money you have available to pay bills and other expenses day by day... allowing you to make informed choices on when to schedule bills and other spending.

  • Step 1: Navigate to the "Cashflow" tab.
  • Step 2: Select "Add Income" or "Add Bill" from above the calendar view.
  • Step 3: Complete the required fields
    (Name your bill/income, how much and often you get paid or what amount is due).
  • Step 4: Click the "Add Bill" or "Add Income" button on the bottom of the form.

Your bill or income will now appear in the Finance Manager calendar for you, whether it’s a monthly, weekly or quarterly payment.

 

Goals

Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goals in Finance Manager, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.

  • Step 1: Select "Add A Goal" on the goal dashboard.
  • Step 2: Select your desired pay off or savings goal.
  • Step 3: Fill in the required information.
  • Step 4: Click the "Create" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances in Finance Manager.

 

Tagging

Keep your budget active and organized by using the tagging system on your transactions. Finance Manager automatically tags your transactions for you, but to get the most accurate financial picture, we suggest you customize your tags.

  • Step 1: Click on the transaction, and the X next to the existing tag.
  • Step 2: Start typing the name of the replacement tag.
  • Step 3: To split the tag for one transaction, click edit, and then click the “Split Tags" link.
  • Step 4: Click “Save Transaction.”
 

Budget

The power of Finance Manager is in helping you monitor how you are spending your money. Learn how to set up Spending Targets with Finance Manager’s budget feature. In the Budget tab you can monitor your spending targets each month and view monthly spending trends.

Budgets within Finance Manager are tracked using the tags from the Dashboard transaction feed.

  • Step 1: Click on ‘Budget’ at the top of the page.
  • Step 2: Click on the Spending Target you'd like to edit from the list.
  • Step 3: At the top of the page, click the ‘EDIT or ‘DELETE’ button.
  • Step 4: You can change the name, amount, tags, and accounts associated with this Spending Target from here.

Budgets in Finance Manager will always run from the first to the last day of each month. Spending Targets are automatically color-coded based on your spending progress.

Life keeps you plenty busy. That's exactly why we offer Online & Mobile Banking with our Digital Branch services, including Payments, Transfers, Card Security, Online Statements, and more. There's only one bank named Dieterich...YOURS!

Contact Customer Care at (800) 699-9766 to add Finance Manager to your Online Banking Account today!

Questions about Finance Manager?


To add Finance Manager to your Online Banking Features, Stop by any Dieterich Bank location, send a secure message within Online Banking or contact our Customer Care Team at (800) 699-9766.