VeraBank

Instructions and help information for Money Management, also known as Contextual Personal Financial Management (CPFM). Access Money Management help articles...

Money Management, which is also called 'Financial Tools', is a FREE spending tool offered by VeraBank in Online Banking and the Mobile Apps. You can...

Yes, you can add external accounts to transfer funds and to use with our Money Management Tool. The method to add an external account depends on which of th...

To enroll in Money Management, please do the following: Login. From the homepage, under 'Financial Tools', click on 'Get Started'. C...

To unenroll in Money Management, please do the following: Login. From the Menu, choose 'Settings' Click on 'Financial Tools'. Click...

Within Money Management, when you add an account you are given 2 options, one is 'Visible on Home' and the other is 'Visible on Financial Tools&...

The Spending tool enables you to see a visual representation of how you are spending your money over a period of time. To use the Spending tool, please ...

The Budgets tool allows you to set budgets for each spending category and track spending in these categories each month. As each month progresses, this tool...

The Trends tool builds even further on your budgeting categories to help track spending over time as compared to income. It shows spending history by catego...

The Cash Flow allows you to view your deposit and spending history and predict future balances. You can add recurring bills and payments with several freque...