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Money Management

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First National Bank is excited to announce an upgrade to our online money management tool!

FinanceWorks™ is now Money Management™

Computer screen showing MoneyManagementWhat is Money Management?
Many of the existing FinanceWorks experiences will continue to be available in Money Management, but with a completely redesigned look and feel:

- Access from Online Banking menu & widget
- Outside account aggregation
- Auto-categorization of transactions
- Spending chart and budgeting tools
- Email Alerts

Will there be new features offered?
In addition to the new interface, there are a variety of new features:
screen shot of account management tools
- Available through our Mobile App!
- Improved category-level trends
- Debt payoff forecasting
- Detailed net worth analysis and tracking
- Debt payoff goals 
- Savings and retirement goals
- Cash flow calendar
- Text alerts in addition to email alerts
- Auto categorization improvements
- Real-time account refresh whenever you login!

To see a comparison between FinanceWorks™ and Money Management™ click here.

What does this mean to you?

This new feature will go live in February 2018. Most account information for outside accounts will be migrated from FinanceWorks™ to Money Management™ including names, account types and balances. We will migrate approximately 18 months of transaction history for all accounts. For security reasons, we will not be migrating outside account login credentials. You will need to provide new credentials so that accounts will aggregate successfully from that point forward. Categories, budgets, alerts and goals will need to be set by you to customize a full budget and financial picture.

Get started today! 

Existing Online Banking customers - simply login to Online Banking and click on the "Manage Money" tab, or access through the Money Management  widget on your Online Banking home page.

Existing Mobile Banking customers - simply login to your First National Bank Mobile App on your Apple or Android phones or tablets. Tap on "More,” then tap on "Money Management." 


Register for Online Banking - Click here to register for Online Banking to gain access to all the convenient features, including Money Management, Online Statements, Bill Pay, Mobile Deposit and more! 

Register for Mobile Banking - Download the App and register for Mobile Banking.

App store graphic   Google play graphic

Contact us at (515) 232-5561 should you have questions regarding the upgrade!

How-to guides & FAQs for using Money Management™

Alerts Net Worth
Budgets Spending
Cash Flow Transactions
Debts Trends
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