Take Charge Money Manager™


See where you're spending your money, down to the last sneaky late night takeout. Don’t worry, we're not judging.

  • This feature will automatically simplify and categorize your transactions from Coast Capital Savings and non-Coast Capital Savings accounts*.
  • You can review your Spending chart to get a better idea of how your transaction categories influence your financial reports.
  • You can click on any sub-category to get a breakdown of your spending, like how much of your Food & Dining spending is on groceries vs. eating out.

To get the full 4-1-1 of the Spending feature and how it works, watch the short video below.


Understanding Your Spending

Need more help?

For a full rundown of how to use the tools in detail, check out our User Guide and Frequently Asked Questions.

User Guide PDF    FAQ

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* By enabling the Take Charge Money Manager, you may choose to allow the Take Charge Money Manager to use financial information from your accounts with other financial institutions. For full Terms and Conditions of the Take Charge Money Manager, click here.