Money Manager Support
Everything you need to know about Money Manager
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?
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:
This tutorial will walk you through the three recommended steps to take when you start using Money Manager.
Learn how to link your accounts at other financial institutions to Money Manager to get a full picture of your finances.
Learn how to review and categorize transactions. It’s a foundational feature that will help inform your budget.
In this tutorial you’ll learn how to use the spending wheel to analyze your spending and see where your money’s really going.
This tutorial will walk you through the Net Worth feature and show you how to track your net worth over time.
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.
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.
In this tutorial, we’ll show you how the Cash Flow feature can help you analyze past spending and predict future expenses.
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.
You’ll get the best Money Manager experience using Google Chrome, Firefox or Microsoft Edge. Members may experience issues accessing Money Manager using Internet Explorer 11 (IE11).
- Bring up the Account Details window of the account to hide
- Tap the ••• icon and select Hide Account from the dropdown menu. A warning message will appear asking them to confirm they'd like to hide the account
- Tap Hide to confirm
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.