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Start making smart financial decisions today

Money Manager is Coast Capital’s free, personal financial management tool that gives you the control to make smart, informed decisions with your money.
Learn about your spending habits, set budgets, track your progress towards your goals and pay down your debt more effectively.

Already a member? Start using Money Manager today

 

Not a member? Open an account in  5 minutes

The power of Money Manager

All your accounts in one place
All your accounts in one place
Consolidate all your account information in one place, even from other financial institutions, to ensure you’re seeing the full picture.
Financial basics made easy
Financial basics made easy

Start with a built-in budget based on previous spending. Track where your money is going and get a forecast of your upcoming expenses.

Features to help you grow
Features to help you grow
We’ll show you how to pay down your debt, track your savings and make sure you’re on the right path to improving your net worth over time.

Get the most out of Money Manager

Explore our guides to learn how to use Money Manager to achieve your financial goals – be it budgeting better, saving more or paying down debt.

 

Members get free access to all Money Manager features

Budgets Budgets

Manage monthly spending through easy-to-use bubble budgets that visually show progress by category.

Spending Spending
Analyze spending with an easy-to-understand, interactive categorized pie chart to see where exactly your money goes.
Trends Trends

Analyze spending trends for short and long-term periods to identify patterns and savings opportunities.

Debts Debts

Use popular debt payoff strategies and outline a payment plan to save money and reduce the time to pay off debts.

Goals Goals
Whether it’s savings, debt repayment, retirement or vacation, set goals and see what it will take to reach them.
Net Worth Net Worth
See the month-over-month changes in gains and losses that contribute to your overall net worth.

And there’s still more


Check out our Support page to learn about the other features and how to use them.

Protecting your data is top priority

Everything is encrypted

We use state-of-the-art data encryption when handling your information.

Top digital banking security

We offer the best security currently available for an online banking site including two-factor protection.

Protecting your data is top priority

Everything is encrypted

We use state-of-the-art data encryption when handling your information.

Top digital banking security

We offer the best security currently available for an online banking site including two-factor protection.

Start using Money Manager today

Step 1

Sign in to digital banking through a computer or our mobile app.

Step 2
From the menu, select Money Tools, then Money Manager.
Step 3
Don’t have Money Manager enabled? Just select Turn on Money Manager.
Have more questions?

Check out Money Manager tutorials, manuals and common questions on our support page.