Money Management

A powerful and intuitive tool that helps you manage your financial life.

• Easy to use, yet comprehensive way to manage, organize and track your finances.
• Track and manage your balances across ALL of your accounts, loans, investments, and credit cards in one place. Even those outside of 1st Source.
• Set goals and develop insights into your spending habits to help you reach your financial aspirations.

Money Management that’s quick, secure, and accurate.

View and interact with it all, from every single device. Checking, savings, credit cards, mortgage, auto, investments, and more. It’s all the financial data you need, from anywhere you want.

Bubbles-the new way to manage finances.

It’s a whole new, engaging and simple way to approach your finances. The bubble’s color determines if you’re on budget. Its size gives you the relative value. The meter shows you your spending progress and it will show you the relationship to other budgets. It’s simple and more importantly, useful.

See bubbles in action.

Track spending without spending a ton of time.

A powerful, insightful spending tool that automatically categorizes where you spend and plus, the habits you’ve formed-all brought to you in a uniquely visual, easy-to-understand format.

Modern tools that guide your future finances.

Data visualization gives you a clear, visual representation of your spending. Allowing you to create a customized plan to you keep you on budget and on the path to meeting your goals.

See how we help eliminate debt

The Net Worth App gives you a contextually accurate picture of your assets vs liabilities. Taking into account even the smallest of changes, it can keep you moving in the right direction.

How do I get started with Money Management?

Set up your account – Log in to your Online Banking and click “Money Management”. Your accounts will sync to Money Management. You can also add accounts with other financial institutions, accounts for property, like homes or vehicles or accounts that are not supported or are broken to get your full financial picture.

Categorize transactions – After you’ve added accounts open the Transactions View and review your transactions for accuracy. Transactions are automatically categorized for you, but may need to be re-categorized.

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.

How quickly is my account updated?

All your accounts (including the home page, and the Outside Accounts and Budgets widgets are updated when you open Money Management. A refresh also occurs nightly.

How do I delete an account?

Click Accounts View and click on the account you want to delete. Click on the trash can icon and confirm. This will erase all historical balance and transaction data. Note: You can’t delete an account from your primary institution, so you will not see a trash can icon. You can, however, exclude a primary account by clicking on “exclude from App” in the transaction detail view. This will exclude the account and its transactions from being calculated into your budgets, spending, etc.