Navigate to Sitemap

Welcome to MoneyManager

It's your money. Here's how to manage it. 

Welcome to MoneyManager from C&N

MoneyManager puts the power to see your overall financial picture in the palm of your hand. This Personal Financial Management tool allows you to budget and manage your finances by gathering all of your accounts across multiple financial institutions. It's portable, powerful and perfect for today's world. 

Now that you've signed up, follow these steps to experience the benefits of MoneyManager: 

Step 1: Link Your Accounts

Linking accounts from external financial institutions allows you to manage your finances by seeing balances and transactions all in one place, on any device. Account information for linked accounts is view-only. 

Step 2: Categorize Your Transactions

Transactions for your internal accounts and linked accounts are automatically categorized to help you accurately monitor your spending and track your budgets. In some cases, even have the flexibility to modify the automatically selected categories and transaction descriptions, or to edit or split transaction categories to create new subcategories. 

Step 3: Using Widgets

The Net Worth Widget tracks the net sum of all your assets and liabilities over the past year. 
The Budget Widget allows you to set budgets for each spending category and track progress towards those categories each month. 
The Spending Widget helps you to see a visual representation of how you are spending your money over a period of time. 
The Trends Widget builds even further on your budgeting categories to help track spending over time as compared to income. 
The Debts Widget shows all of your debt accounts in one place, making it easier to see how making additional payments, or paying off your debt completely, can impact your debt over time. 

As always, should you have any questions, we encourage you to connect with an expert in our Client Care Center at 877.838.2517[email protected] or choose the "Live Chat" option at

You & Us. That's C&N. 

Switching your bank accounts to C&N is easy
Refer a friend to C&N and you'll both receive a special bonus: $50 for you, $50 for them!