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With Citadel Money Manager, it’s easy to manage your personal finances. The tool is available on your ‘Accounts’ screen in Citadel’s Online and Mobile Banking, and it lets you view all of your accounts— both internal and external—in one place.
With this tool, you’ll enjoy:
A clean view of all your financial accounts
The ability to view details about your bills and cash flow in one place
New personal finance tools that let you set saving goals
Tools to set spending budgets by topic including dining, transportation, and more
A simplified view of your transactions with categorization
Link Your External Accounts
It’s simple to link your external accounts to view all of your balances and bills in Online and Mobile Banking. Once everything is linked, you can track your net worth, budgets, spending, and more.
You will see options to link external accounts at the top AND bottom of your Accounts screen.
It’s simple to link an account with another financial institution. All of your accounts will be linked in Online Banking, giving you a holistic view.
Track Your Spending
With Money Manager, you can easily track your spending and set budgets based on different categories. Money Manager shows a simplified transaction history with categorization. You will see all transactions (with Citadel and with your linked external accounts).
Easily track your spending, and determine if you are under or over on your budgets in real-time.
You can access Money Manager right from the Mobile App as well!
Money Manager App
It’s easy to use Money Manager from your mobile device or tablet as well. When you log into the app, you can manage your budgets and spending on-the-go.
“I appreciate the cutting-edge and forward-thinking advantages of being a Citadel member. My husband belongs to another credit union, but with Citadel's new Money Manager feature I can access both with just one sign-in, which makes my life so much easier! I continue to go to the branch to have a human person service my banking needs. The Springfield Branch personnel is an awesome group who put Citadel on the map with their personal service! That human touch cannot be replaced with automation.”
After you login into Online Banking, you will see the Money manger tools right on the Account Overview page. Select any of the tools or 'Link External Accounts' to enroll
Once you enroll, the Citadel Money Manager agreement will appear. Click or tap Agree or Later. If you select Agree, all Money Manager functionality on the Home page is enabled. If you select Later, you will be able to see the PFM widgets, but functionality will be disabled until you accept the Money Manager Agreement.
Citadel Money Manger is a personal finance management tool that gives consumers valuable insights into their financial behavior, activities and goals. Citadel Money manager helps consumers to organize their finances by tracking transactions, reviewing expenditures, and creating budgets. The application is powered by MX, a powerful data partner that aggregates finances into center stage; molding it into a cohesive, intelligible, and interactive visualization.
Linking accounts held at external financial institutions allows you to manage your finances by seeing balances and transactions all in one place, on any device. Link your credit cards, loans, checking, and savings accounts from other financial institutions one time, and Money Manager keeps your view updated so you always see accurate balances and recent transactions.
Note: You can only link accounts from domestic, U.S.-based financial institutions.
Citadel’s Rewards program is listed under ‘Manage Card’ in the main navigation menu. You will need to have a username and password set up on the Rewards site directly to link it into Citadel Money Manager. You can enroll directly with CU Rewards here, by selecting ‘Register’ under New Members. Once you have set up your username and password, search for CU Rewards in Citadel Money Manager and enter your credentials to link your Rewards account.
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