Personal Financial Management Made Easy
We're excited to let you know that on March 20, 2018, industry leading MX Money Management replaced FinanceWorks as your financial management and budgeting tool within online banking. This coincided with the release of the updated online banking look and feel which provides a more responsive banking experience across all device types. Money Management offers an updated look and user experience, with higher levels of accuracy in spending analysis and trending. The new Money Manager will also be available inside of our Mobile Banking application so you can access the information on the go.
New Money Management Features
In addition to the services previously available through FinanceWorks, Money Management will give online and mobile banking users the ability to:
- Access financial management services on the CBTx Mobile App in addition to online banking.
- Connect to even more of your financial accounts, giving you a full picture of your finances all in one place.
- Experience the best auto-categorization for spending available, including a broader range of spending categories to help better refine your budget.
- Set a budget or let Money Management develop a budget based on normal spending patterns. View your budget at-a-glance via a visual bubble chart.
- View detailed net worth analysis and tracking.
- Set savings, retirement and debt payoff goals and monitor your progress.
- Receive text and mobile alerts in addition to email.
- View a personalized cash flow calendar.