Money Manager

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.