Money Management | Rize Credit Union

What’s Money Management?

Money Management is our free personal financial management (PFM) tool, available right inside digital banking. It helps you take control of your finances by giving you a clear, organized view of your money – all in one place.

Here’s what you can do with Money Management:

See all your accounts in one place, even those from other banks
Visualize your spending with easy-to-read graphs
Automatically categorize expenses to spot patterns
Create personalized budgets and track your savings
Get smart tips based on your spending habits
Set goals and monitor your progress

It’s everything you need to stay on top of your finances – with no extra cost.

How do I start using Money Management?

Getting started is easy! Just log in to digital banking and click on Money Management. The first time you access it, you’ll be asked to accept the Terms & Conditions. From there, your primary Rize accounts will be imported automatically.

You can then:

Add accounts from other financial institutions
Set budgets and create savings goals
Schedule payment reminders
Customize alerts to help stay on track

It’s a simple way to take control of your finances – all in one place.

How do I add an account to Money Management?

Log in to digital banking and open Money Management. In the top right corner, click Add an Account, then follow the prompts to securely connect accounts from other financial institutions. Once added, they’ll appear alongside your Rize accounts for a complete financial picture.

Tip: You can link checking and savings accounts, credit cards, auto loans, mortgages, and even investment accounts. The more you connect, the better insight you’ll have into your spending, saving, and financial goals.

How do I set up alerts in Money Management?

Log in to digital banking and open Money Management. Click the Settings icon in the top right corner to access your alert options. From there, you can set up:

Budget alerts to stay on track
Payment reminders so you never miss a due date
Spending alerts to monitor specific categories or accounts

Managing your alerts is just as simple. You can update or turn off any alert at any time by revisiting the Settings menu and adjusting your preferences. It’s an easy way to keep your finances running smoothly – your way.

Stay secure… protect your password

Trending Topics