Money Manager

An Easy Way to Keep Track of Your Finances.

With our online banking feature, Money Manager, you can view and manage all of your financial accounts in one spot, even accounts at other financial institutions!

Imagine being able to quickly view your banking, investment, mortgage and credit card info in one place, regardless of where you have the accounts. 

Money Manager eGuide (PDF)

Just look at the features and benefits that come with Money Manager (click on the links for feature how-to videos):

Manage your money and make smarter investments by taking advantage of this FREE benefit now. If you’re already an East River Federal Credit Union Online Banking user, all you have to do is login to your account and click on the “Money Manager” tab. If you’re not an East River FCU Online Banking user, click here to sign up today!

Our goal with Money Manager is to EMPOWER YOU to make the best financial decisions. Take full control of your finances today.

After your East River FCU accounts are automatically added, it is easy to bring your complete financial picture into focus.

How to get the most out of Money Manager:

Add an AccountAdd An Account

You can keep tabs on all of your accounts with Money Manager… even those outside of East River FCU. Adding these accounts will help provide you with the complete financial picture you are looking for. Best of all, it is easy and secure to do with Money Manager.

  • Step 1: On the Dashboard page of Money Manager, click on the “Add” button at the top of the left hand column.
  • Step 2: Select the financial institution by clicking its logo or searching by name or URL.
  • Step 3: Enter your account credentials and Money Manager will display transaction and account balance information for any accounts you have with that institution.
  • Repeat with all of your financial institutions to complete your financial picture.

Choose a GoalCreate a Goal

Whether you want to pay down debt or save towards a special purchase, Money Manager makes it easy to set goals and track your progress.

  • Step 1: Click on the “Goals” tab and click “Add a Goal”. Then choose the type of goal you want to create.
  • Step 2: Fill in the fields to name your goal and set up the specifics of the goal.
  • Repeat for all of your financial goals.

Add a Spending TargetSet a Spending Target

The real power of Money Manager is in its ability to help you track and manage your finances by setting and monitoring spending targets.

  • Step 1: Click on the “Budget” tab in Money Manager and then click “Add a New Spending Target” to get started.
  • Step 2: Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit, and track the accounts that will count towards the target.
  • Repeat for other spending categories – some of the most common expenses to track are groceries, transportation, and dining out.

Get Started

Now that you have been introduced to Money Manager, login to Online Banking and click on the “Money Manager” tab to get started.