Converse County Banks MoneyDesktop is an online money management tool, integrated into your CCB Online Banking that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.
Account Aggregation
Aggregate your various financial account balances and transactions into one place, and get a complete financial picture. MoneyDesktop aggregates from over 10,000 financial institutions and we add more every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.
Expense Tracking
Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend. MoneyDesktop automatically categorizes & tracks spending from all your accounts, so you can see where your money is really going. Then create relative budgets based off your actual spending, income, debts, and expenses.
Budgets
Now a better way to budget! Visualize and interact with your budgets in a more meaningful way - using bubbles! Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.
At a glance, you will be able to determine a budget’s:
- State (color)
- Relative Value (size)
- Spending Progress (meter)
- Relationship to other budgets
Security
We are committed to confidentiality, integrity, and security. With that in mind we've integrated MoneyDesktop into your online banking to ensure that your sensitive information is protected with the highest of security standards.
Do you want to start taking advantage of MoneyDesktop? Simply log into your Online Banking account using the login field above and then click on the Budget and Planning tab on the lefthand side.
