Money Management Solutions
For taking control of your financial life.
Within Online and Mobile Banking customers can access Manage My Money, our personal financial management tool which allows you to connect all your checking, savings and loan accounts – including those at other financial institutions – in one place. Giving you the power to see your full financial picture, and make decisions for the future.
Information and Control
Link Your Accounts
Link all your deposit and loan accounts at Charles River Bank and other financial institutions to Manage My Money and even create personalized account names to help you easily identify and monitor your accounts. One sign-in to see it all!
Take a Snapshot
Get a snapshot of your complete financial picture with easy-to-understand graphics. Track your purchases by category and see a visual display by expense type, helping you better understand your spending habits.
Track Spending
To help you stay on top of your debt and avoid late payments, Manage My Money shows you balances, interest rates, due dates, and payments made on all your loans, including credit cards and mortgages. Plus, you can create your own debt repayment plan by prioritizing your payments.
Create a Budget
Using your income and expenses, Manage My Money can create a personalized budget that can help you meet your everyday expenses and reach your short- and long-term goals. You’ll also learn how your payments and income affect your monthly cashflow.
Visualize Your Net Worth
You can drill into your finances to learn how your savings and debt may change over time, helping you get a clearer picture of your net worth.
Next Steps
Access Your Accounts
Manage My Money is ready for customers within Online and Mobile Banking.
Connect Your Accounts
Log in to Online or Mobile Banking and start connecting your bank accounts, loans, credit cards – even those not at Charles River Bank.
Learn More
Check out all that you can do with Manage My Money by viewing the informational videos.
