Money Manager Support

Everything you need to know about Money Manager


See below for a library of Money Manager support content, including video tutorials and guides, so you can get the most out of this valuable tool.

Get started

It’s available to Coast Capital members right in Coast Online® Banking and the Coast Mobile® Banking app and is free to use. Don’t have Money Manager turned on yet?

How-to guides

No matter what your financial situation is, Money Manager can help you optimize your finances so you’re making smarter financial decisions.  Check out the guides below for tailored tips and video tutorials that will turn you into a Money Manager pro in no time.

Video tutorials & manuals

We’ve got you covered. Let us walk you through each Money Manager feature with a video or read on your own time with our detailed manuals.

Full Money Manager manuals can be referenced here:


Getting started

This tutorial will walk you through the three recommended steps to take when you start using Money Manager.

Accounts


Learn how to link your accounts at other financial institutions to Money Manager to get a full picture of your finances.

Transactions


Learn how to review and categorize transactions. It’s a foundational feature that will help inform your budget.

Spending


In this tutorial you’ll learn how to use the spending wheel to analyze your spending and see where your money’s really going.

Budgets

Learn how to auto-generate a budget based on your previous spending, and how to fine-tune it as you go.

Net Worth


This tutorial will walk you through the Net Worth feature and show you how to track your net worth over time.

Debts


This tutorial will show you how to create a debt repayment plan based on different strategies and help you visualize when you will be debt-free.

Trends


Learn how to use the Trends feature to analyze your financial situation and see where you might be able to change your behaviour to free up some cash.

Cash Flow


In this tutorial, we’ll show you how the Cash Flow feature can help you analyze past spending and predict future expenses.



Goals


This tutorial will walk you through how to create a goal in Money Manager, be it a savings goal, retirement or that vacation you can’t wait to take.

Let’s build the right plan, together

Our team of experts will find the right solutions for you and your goals.
Call us at 1.888.517.7000 Mon-Sat, 8am-8pm; Sun, 9am-5:30pm.