Manage My Money

ManageMoney

Introducing Manage My Money (MX), your financial hub and money management dashboard located within your Charles River Bank Online and Mobile Banking! You can view your full financial picture, including your accounts at Charles River Bank and ANY other financial institution.

Not signed up for Online Banking? Now is a great time to get started!

Stay Connected with Your Accounts

Your Charles River Bank deposit and loan accounts can be seen as soon as you sign in. Easily link your checking, savings, money market, CD, investment, retirement, deposit accounts as well as credit cards, mortgages, auto, personal, student or any other loans you have. After linking the accounts, you can personalize account names, and monitor all activity. All account activity is updated each time you sign into your CRB online banking. One sign-in to see it all!

Manage Your Debt

Use Manage My Money to plan your debt repayment in the most effective and efficient way possible. Manage My Money shows you balances, interest rates, due dates, and payments made on all your loans including credit cards and mortgages. You can prioritize payments and see the effects of those options, helping you pay off your loans faster and save you money.

Watch Where Your Money Goes

Get a snapshot of your complete financial picture with easy to understand graphics. Track your purchases by category and see how your spending habits change over time. A visual display breaks down your transactions into subcategories and transactions to track spending.

Use Budgeting Tools

Use the history of your income and expenses to create a budget that will help you reach your goals. You can also watch how your payments and income affect your monthly cashflow.

Visualize Your Net Worth

Manage My Money will also help you track your net worth over time. You can drill in to the information, and see how certain transactions can change it over time.

Ready to Get Started?

Log into Online Banking and select Manage My Money tab, or log into your CRB Mobile Banking App and select the menu icon at the top left and select Manage My Money from the list. Then, select “Add an Account” to link your other accounts, assets, and loans, and get started today.

Personal Connections. Powerful Solutions.

To find out how your neighbors at Charles River Bank can help you achieve all your financial goals, visit one of our offices, use our contact form, or call us at (508) 533-8661.

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