Money Management is free for Mechanics Bank online and mobile banking users and offers an easy to use, visual experience that provides a 360-degree view of internal and external accounts — from credit card providers, outstanding loans, transactions, and more. Gain powerful insights and make more informed financial decisions with features, such as:
See a single view of all your accounts on one easy place
View transactions by account, date, category, keyword, or amount
Review spending categories with drill downs into subcategories and transactions
Auto-generate budgets or create custom budget categories
Track spending and income with subcategories that include transaction details
Evaluate if your net worth is trending up or down with monthly drill downs
Project debt payoff dates and prioritize the completion of certain debts
Create goals and associate them with a specific account and timeline
Define alert thresholds by account and alert type
Select "Money Management" from the top navigation, or from the Money Management module on the home page, select "For more details, go to Money Management."
You must be enrolled in Online Banking to use this feature. Please visit Online Enrollment to learn more.
Select "More", from the bottom navigation, then tap "Money Management"
If you don't have the Mechanics Bank mobile app, please visit Personal Mobile Banking on how to download.
Our Customer Care team is here to help.