four coloured squares rotating clockwise inside an orange circle

Money Manager Transaction Tool

Sometimes looking through your transactions can be much more confusing than helpful. How are you supposed to know that “NET-483294/17210-CHV” is actually your internet bill, not your Netflix subscription?

Synergy's Money Manager Transaction tool cleans that all up for you and makes it easy to read your transaction history by simplifying the names and placing the transactions into categories so you can get a comprehensive look at your spending. It’s quite handy!

You may also want to learn about...

two people looking at information on a laptop

Accounts Tool

Visualize all of your accounts in one place, to see a full picture of your finances.
smiling person doing paper work

Spending Tool

The Spending tool breaks down how much you spend in various categories and how much income you bring in.
person focused on laptop screen

Trends Tool

Trends can help you better understand the way you spend and make money throughout the year. So, you can quickly see if you are spending where you want to be and living within your means.

Learn Money Manager in minutes with our helpful demo videos for each tool.

Synergy Credit Union uses cookies to improve your experience on our website. By continuing to browse the site you are agreeing to our use of cookies. You can find more information on our use of cookies here