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  3. Money Manager
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  5. Money Manager Accounts

Money Manager Accounts Tool

Tired of having to sign into a bunch of different apps, websites and services to check the balances of all your accounts; only to get a vague idea of your financial standing? We have some good news for you! Now you can log in to ONE place and see everything! With Synergy’s Money Manager you can add any account you own to see a complete picture of your finances.

Can you really add all of your accounts? Yes!

  • Chequing, savings, cash, investments, property, loans, and more
  • Add any other accounts you have with other banks and credit unions.
Please note: The functionality of this software varies based on our setup in digital banking. Not all content in this video will apply to your experience.

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Transactions Tool

Get an up-close look at how and where you are spending your money with transactions that are searchable, easy to read and categorized for you.

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Budgeting Tool

Take the hassle out of budgeting by creating a personalized budget based around your lifestyle.
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Spending Tool

The Spending tool breaks down how much you spend in various categories and how much income you bring in.
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Learn Money Manager in minutes with our helpful demo videos for each tool.

VIEW ALL DEMOS
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