MoneyDesktop

Free to all ISU Credit Union Online Banking Users!

Mobile Version Now Live!

MoneyDesktop is an online money management tool, integrated into online banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, and categorization are just a few of the tools to guide you along your way.

Account Aggregation

Tell your money to get it together.

MoneyDesktop gathers basic financial information from all of your financial accounts and organizes it into one place. Checking, Savings, Credit Cards, Mortgage, Auto, Investments, Retirement, and more . . . within minutes of a simple one-time set up, you will be able to visualize and interact with all your financial data – all in one convenient place.

Login to Online Banking to start using MoneyDesktop today!

Bubble Budgets�®

Bubble Budgets

Tell your money to shape up.

MoneyDesktop allows you to create relative budgets based off your actual spending history, income, debts, and expenses. Visualize and interact with your budgets in new and meaningful ways using MoneyDesktop’s Bubble Budgets.

Since not all budgets are created equal, using circles or bubbles to represent budgets allows you to quickly identify budgets that need the most attention.

At a glance, you will be able to determine a budget’s:

  • State (color)
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

Expense Tracking

Expense Tracking

Tell your money to make up its mind.

MoneyDesktop automatically categorizes and tracks spending from your various financial accounts, allowing you to get powerful insights on where, when, and how you spend. No more cumbersome spreadsheets and book keeping – MoneyDesktop learns your spending behaviors and does the work for you.

Spending Over Time

Ask your money where its been.

See your spending by category, graphed out over time.

What + When = How

  • See what you are spending your money on
  • See when you are spending it
  • See how you spend by identifying trends

Account Aggregation

Account Aggregation

Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

MoneyDesktop aggregates over 10,000 financial institutions and we add more every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

Security

Security

Privacy & Trust

We are committed to confidentiality, integrity, and security. With that in mind we've integrated MoneyDesktop into your online banking to insure that your sensitive information is protected with the highest of security standards.

Comments

Post a Comment

Please enter the code shown in the image