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Understanding your current financial picture is a key component in achieving financial clarity and improving your personal finances. Our Money Management tool helps you do just that. It allows you to connect, share, and control all of your accounts and loans in digital banking at no cost.

Money Management has a variety of features that provide a 360-degree view of your finances in a single location, giving you proactive and personalized insights broken down into different categories.

You can access Money Management for free in digital banking. Once you enroll and add your accounts, you’ll see all your external financial institutions’ accounts and loans listed in the Outside Accounts section following your Rize Credit Union account information.

  • Accounts

    The Accounts feature in Money Management makes tracking your finances easy by consolidating all your financial activity from Rize Credit Union and external accounts in one place. You can view, add, delete, hide, and merge accounts by type, keeping everything organized and up-to-date.

  • Transactions

    The Transactions feature lets you see an overview of your recent spending across all accounts. You can adjust the history view, search and filter transactions, sort by date, payee, category, account, or amount, recategorize expenses, and add tags or memos to transactions.

  • Spending

    The Spending Chart feature helps you identify your biggest expenses by category. By selecting a category, you can see the transactions within it. This visualization makes it easy to stay on track and spot gaps in your budget, ensuring your money is used effectively.

  • Budgets

    The Bubble Budgets feature in Money Management lets you set and track monthly spending limits. Bubble colors show your budget status: green means you're within limit, yellow means you're approaching it, and red means you've exceeded it. Larger bubbles represent bigger spending. Budgets are based on your past spending, but you can update or create new ones as needed.

  • Trends

    The Trends feature allows you to track spending in each category over the last 3, 6, 9, or 12 months. In just a few moments, you’ll be able to see if you’re living within your means and identify categories you need to work on.

  • Debts

    The Debts feature consolidates all your debts in one place to help you pay them off faster. You can prioritize debts, see how different payoff methods affect your timeline, and find out how adding extra to your monthly payment speeds up debt reduction.

  • Net Worth

    Money Management’s Net Worth feature provides you the ability to track the net sum of all of your assets and liabilities. This way, you can monitor your overall financial progress and see what makes up your gains and losses.

  • Goals

    The Goals feature within Money Management allows you to set savings, debt, and retirement goals and visualize them on your goal timeline.

  • Cash flow

    The Cash Flow feature helps you understand your spending by looking at your transaction history and predicts your future spending by allowing you to easily identify recurring payments and deposits to see how they affect your future available cash.

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