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Money Management

Understand where you are – to plan for where you’re going.

With Money Management, we’ve made it easy to visualize and interact with your money in a meaningful way.

Gain Powerful Insights into When, Where, and How You Spend— and Much More.
  • See All Accounts Together

    View your CSB account alongside any other accounts you have with other financial institutions to see your full financial picture in one central dashboard. You'll be able to link your bank and investment accounts, credit cards, mortgages, and more!
  • Visualize Your Spending

    Categorize your spending across all of your accounts. You can sort using a specific date range, view your income sources, and even drill down to subcategories and transactions.

  • Set and Manage Your Budgets

    Set your budgets and get an easy to understand visualization of your data on a monthly basis. You'll have the flexibility to create custom budget categories, change the amount of money allocated to your monthly budgets, and update your projected income amount as needed.
  • Uncover Trends

    Understand your spending over time by category and drill deeper into subcategory views to see transaction details. You can also track income and define the date range over 3, 6, 9, or 12 months.

  • Manage Debts

    Use the debts tool to manage a debt plan from your aggregated liability accounts. View your balances, APR, last payment date and minimum payment. You can also project debt payoff dates and prioritize the payoff of certain debts.
  • View Your Net Worth

    Once you’ve added all of your accounts, you’ll have a fuller view of your net worth and be able to better understand how certain transactions impact your overall net worth and financial well-being. You can also define the date range over 3, 6, 9 or 12 months.

Phones with budget tool

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