Track long-term goals
The Goals tool automatically calculates how long it will take to complete each financial goal you enter. It then creates an interactive timeline, making it easy to see how close you are to reaching your objectives.
Establish savings goals
The system helps you create a personalized money management plan by walking you through your most important financial objectives, just like a financial coach would.
Add all of your financial accounts
Bring all of your financial information into one location. You'll see your Mountain America accounts, as well as loans, accounts and any other information you enter from any number of institutions and providers.
Visualize your spending habits
You can see where you're spending the most money. Expenses are grouped by type, and the bigger the bubble, the more you've spent. Maintaining your budget is easier than ever.
Track your net worth month-to-month
Each month, you can view a graph of your net worth to see if you are on track to reach your goals or if you need to make adjustments to your plan.
View and categorize transactions
Transactions can be categorized from all your accounts, allowing you to see how much you spend on groceries, gas, utilities, etc., each month and adjust your budget accordingly.
View graphs of your spending habits
Once you have categorized your spending, intuitive graphs will show you how much you are spending in each category. Use this information to make spending adjustments to help you better manage your money.
Drill down for detailed reports of each spending category
Clicking a graph segment allows you to pinpoint your spending habits.
Register for My Money Manager
My Money Manager is free for users of Mountain America Online Branch and takes only a few minutes to set up online. Simply log in to Online Branch, click the My Money Manager tab and enter your email address.
You can also download the My Money Manager app from iTunes or Google Play.