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Money Management Subpage Hero | our features help you manage your money so you can save towards your financial goals
 

Century Money Manager

Streamline your finances

At Century Bank we know life can get complicated, but your finances don’t have to be. With the FREE Century Money Manager tool, you can see your financial life in one secure, convenient location. We make it easy to analyze where your money is coming from and going to so you can meet your financial goals in no time.

Century Money Manager advantages

You can track your money and glean valuable insights by connecting your accounts. In one place you can:

  • Consolidate account information: View balances and transactions from Century Bank loans, checking and savings accounts and credit cards
  • Set up balance alerts: Receive alerts via text, email or in-app push notification when balances go below a designated dollar amount*
  • Quickly organize accounts: Search and view similar transactions by adding tags, notes and images

Getting started with Money Management

In the Money Management dashboard, you can easily aggregate your Century Bank loans, checking and savings accounts and credit cards. Information for each account is updated every time you log in. Accounts are organized by type, providing you with a summary of each category. Simply click on an account to see detailed information.

How to add an account

Staying on top of your money has never been easier. Effortlessly add account information from another financial institution so you can see your assets in one location.

To add an account:

  1. From the main menu select “Accounts”
  2. Click “Connect institution”
  3. Search for the name of the account for financial institution you want to add
  4. Enter your login credentials
  5. Answer any necessary security questions

How to manage alerts

Setting up alerts will help you stay on top of any changes to your account. Based on your settings, by text and/or email you can be notified of updates ranging from deposits and minimum balance warnings to fee charges and upcoming payment reminders. Alerts can be disabled at any time, putting you in complete control.

 To add, edit or delete alerts:

  1. Select “Accounts” from the main menu
  2. Tap the account you’d like to manage transaction alerts for
  3. Select “Alert preferences”
  4. Choose “Add alert” or “Edit”

How to add a tag to a transaction

Tags allow you to create and assign categories to transactions so you can easily find them.

To add a tag:

  1. Open the menu and select “Accounts,” then choose an account
  2. Select “Transactions” and choose a transaction
  3. Select “Add tag”

How to add a note to a transaction

Easily sort and organize transactions by adding notes.

To add a note:

  1. Open the menu and select “Accounts”
  2. Select a transaction 
  3. Select “Add notes”
  4. Enter a note and select “Done”

How to add an image to a transaction

Want to keep a close eye on your transactions? Use the image feature to keep a visual record of receipts and other information.

To add an image:

  1. From the menu select “Accounts” and then select an account
  2. Select “Transactions”
  3. Choose a transaction and then tap “Add” in the “Images”section (mobile) or “Attach image” (desktop)

 

FAQs

Q: How do I access the Money Management tool?
A: You can access the Money Management tool from the Century Bank Mobile App or through Online Banking. Our mobile app can be downloaded from the Apple App Store or Google Play.*
Q: Is my aggregated account information safe?
A: Yes, we store all aggregated information securely. We never pass information to a third party or another financial institution.
Q: Why are some transactions in green?
A: Transactions in green indicate a credit to the account.
Q: What do I do if I want to add an account that doesn’t appear in the list of financial institutions?
A: Unfortunately, the account cannot be added if your financial institution does not appear in the list. Please note, the list changes over time.
 *Please note that data use charges may apply. Check with your mobile service provider for details.