Online & Mobile Banking
Bring your accounts, spending, budgets, goals, and debt into a broader view of your finances. Money Management helps you understand where your money goes and what you’re working toward.
What is Money Management?
Money Management is a financial tool within 1st Source Online and Mobile Banking. Connect eligible accounts from 1st Source and other financial institutions, then use those accounts to review spending, build budgets, plan for goals, and understand more of your financial picture.
Bring accounts together
Yes, you can! you can also view credit cards, loans, 401(k)s, fintech accounts, and payment platforms such as PayPal, Cash App, and Venmo. Seeing more of your financial life together gives you a clearer picture of what you have, what you owe, and where your money is going.
Spending and budgets
Money Management organizes transactions into categories so you can see where your money is going. If something lands in the wrong category, you can update it so your spending and budget views better reflect how you use your money.
See spending by category and spot where more of your money is going.
Set category budgets and see when you’re within budget, getting close, or over the amount you set
What is Money Management?
One month gives you only part of the picture. Review income and spending across several months to see where your money is going and how your habits are changing.
A longer view helps you spot expenses that are growing, see where your budget has shifted, and put larger or occasional purchases in context. You can also compare changes in income and spending to better understand your overall financial picture.
Plan and track
Easily make a plan for savings, paying off debt, retirement, and more.
Set a goal, choose a monthly amount, and follow your progress.
The bigger picture
See connected assets and liabilities together for a broader view of your finances
Use the Online Banking cash flow view to review money coming in and going out
Financial wellness
Explore on your own. Get help when you want it. Use Money Management when you want to explore your finances on your own time. When you want more support, use our free financial wellness courses and calculators, meet one-on-one with a financial education coach, or visit one of our 70+ banking centers.
three simple steps to
If you’re new to 1st Source Bank, start by opening an account today.
