Money Managment

Money Management Screen Shot

Currently, with multiple online accounts at multiple financial institutions, keeping track of your finances is no easy task. At First State Bank, we provide Money Management, a 6-time Finovate “Best of Show” award winning personal financial management platform as part of our Online Banking platform.  

With Money Management, you will be able to combine your account transactions from FSB accounts as well as accounts from other financial institutions, credit card companies and investment companies. This aggregation provides you one place to see all your  financial accounts and transactions, create budgets, set goals, track your spending, trends, debts, net worth and cash flow. 

You will enjoy the built in categorization feature that has a 90% success rate for categorizing your transactions. However, is flexible enough to allow you to create your own categories and tags, as well as flag business accounts and split transactions into multiple categories.

To keep you on track Money Management has text and email alerts, and bubble budgets, a visual representation of your budget color-coded to allow you to see where you are doing well and where you may need more attention. Bubble budget will display in a widget from your home page of Online Banking as well as within Money Management.

Current Online Banking customers can find Money Management under the Manage Money tab within Online Banking. Once you agree to the disclosure your FSB accounts will be brought into Money Management, you will then be able to setup your outside accounts.

To help you get started there is an extensive help guide available by clicking the ? mark in the top navigation bar, from within Money Management, there choose the topic your interested in. If you have further questions or need additional support submit a support request from within the help screen. Support requests will be answered within one business day.

Not a current Online Banking user. Enroll Today

Not a current customer Contact Us today.

Feature List

Outside Accounts widget on home page

Spending widget on home page

Budget widget on home page

Aggregate outside accounts

Quick peek

Auto categorization success rate ~90%


Split transactions

Add Notes/Memos to transactions

Adding sub-categories

Flag & view business transactions

Spending Chart



View Trends

Debt Payoff Calculator

Net Worth

Email Alerts

Text Alerts

Export Transactions to .csv format

Outside account data & transaction data