How do I get started with Money Management?

  1. Set up your account - Log in to your Online Banking and find the link for “Money Management”. 1st Source accounts will automatically begin syncing to Money Management.
  2. Add all accounts - Add additional accounts with other financial institutions to see your full financial picture. Add manual accounts for property, like homes or vehicles. You can also create manual accounts for accounts that are not supported or are broken.
  3. Categorize transactions - After all of your accounts have been added, open the Transactions View and review your transactions for accuracy. Transactions are automatically categorized for you, but they are not always accurate and may need to be re-categorized. Your changes will be applied to future transactions. You may want to enter additional details about your transactions; see “How do I manage my transactions?”
  4. Create budgets - With your transactions correctly categorized, you can easily create budgets based on your actual spending history. Open Budgets and follow the instructions to generate a budget. You can also create a budget manually. See “How do I create a budget?”
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