Money Management Financial Tools
Link external accounts in order to view their balances and history within VeraBank Online Banking and Apps.
Instructions and help information for Money Management, also known as Contextual Personal Financial Management (CPFM). Access Money Management help articles...
Tue, May 14, 2024 at 11:09 AM
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...
Thu, May 9, 2024 at 11:21 AM
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...
Thu, May 9, 2024 at 11:14 AM
To enroll in Money Management, please do the following: Login. From the homepage, under 'Financial Tools', click on 'Get Started'. C...
Thu, May 9, 2024 at 11:24 AM
To unenroll in Money Management, please do the following: Login. From the Menu, choose 'Settings' Click on 'Financial Tools'. Click...
Thu, May 9, 2024 at 11:26 AM
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&...
Thu, May 9, 2024 at 11:31 AM
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 ...
Tue, May 14, 2024 at 11:06 AM
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...
Thu, May 9, 2024 at 11:53 AM
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...
Thu, May 9, 2024 at 11:54 AM
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...
Thu, May 9, 2024 at 11:55 AM