Synergy Credit Union - Money Manager Support: Take Control of Your Finances with Our Tools

Let's dive in!

This tutorial outlines four essential steps for new users of Money Manager tools. Follow along to get started on the right track.

Manage your accounts like a pro!

This tutorial covers everything from adding external accounts to reordering, hiding, duplicating, closing, and deleting accounts. Follow along to streamline your financial management.

Master your transactions!

Learn how to categorize, search, filter, and more. With this knowledge, you'll be equipped to create a solid budget.

Unlock the secrets of your spending habits!

This tutorial will teach you how to use the spending wheel to analyze where your money is really going. Get ready to take control of your finances!

Become a budgeting pro!

Discover how to auto-generate a budget based on your previous spending and fine-tune it as you go. Get ready to achieve your financial goals!

Get a clear picture of your financial health!

In this tutorial, you'll learn how to use the Net Worth feature to track your assets and liabilities over time. Follow along to gain insight into your overall financial well-being.

Say goodbye to debt!

Learn how to create a debt repayment plan based on different strategies and visualize when you'll become debt-free. Follow along to take control of your finances and achieve your goals.

Unlock the power of financial analysis!

In this tutorial, you'll learn how to use the Trends feature to analyze your financial situation and identify areas where you can make changes to free up cash.

Stay ahead of your finances with ease!

Learn how the Cash Flow feature can help you analyze past spending and predict future expenses. Follow along to gain a better understanding of your cash flow and plan for the future.

Get closer to achieving your dreams!

In this tutorial, you'll learn how to create a goal in Money Manager, whether it's a savings goal, retirement plan, or that long-awaited vacation. Follow along to turn your dreams into reality.

Get the support you need when you need it!

Learn how to navigate the Help section when you have questions or want to learn more about the different Money Manager tools. For Synergy members, the Help section can be found within the Money Manager menu on digital banking.

Money Manager is a single, integrated system that allows you to see, manage, and understand your money from one place. Whether you’re a conscientious planner or an optimistic dreamer, have one account or a baker’s dozen, this innovative tool lets you see and take control of your money from any or all of your devices, whether it’s a smartphone, tablet or computer.

This simply means the external account you are trying to add from another financial institution has two-factor authenticated enabled. Be sure to check your email or texts for a verification code from your other financial institution to complete adding your external account.

If you’re sure your credentials are correct, double check that you’re attempting to link the correct financial institution as some may have multiple names in the list. If you’re still experiencing issues, contact us at 1-866-825-3301 and we would be happy to help.

If you have accounts you don’t want to show in Money Manager (like a joint account with a child, for example), you can hide the account. This will stop information or transactions from the account from factoring into other tabs in Money Manager. The data related to it won’t be deleted and can easily be unhidden in the future.

Bring up the Account Details window of the account to hide
Tap the ••• icon and select Hide Account from the dropdown menu. A warning message will appear asking them to confirm they'd like to hide the account
Tap Hide to confirm

Hidden accounts will still be visible at the bottom of the accounts list in the Accounts tab. Your icons will be greyed out and marked as Hidden.

Money Manager is a personal financial management tool and is only available for personal/retail members at this time.

If you have consolidated your personal account on your business account and switch to your personal profile, you will not be able to see Money Manager. You need to log in with your personal account to be able to see and use the Money Manager tools.

Each financial institution, credit card company, etc. sets their own security measures regarding connections. This could determine how often a member must reconnect the connection. Collabria for example requires a daily reconnect as part of their security measures.

Once you have added your credit card and a connection, you sure can! You can also filter what accounts you want to show.

Scroll up to the Accounts tool video to learn more about filtering accounts.

Yes, they will once they are added as a connection.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Internal Synergy account transactions and account balances will update within a few hours. For external account information, such as a Collabria Mastercard, will show all posted transactions.

No, Money Manager is for financial institution connections only.