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Money Management


Money Management is your Personal Financial Management (PFM) tool that is available for free within BayFedOnline and through your BayFed Mobile App. This tool helps you to understand your finances by seeing all of your accounts (including those from other financial institutions) in one place. You’ll also see easy-to-understand graphics that let you view the relative health of your budgets, and auto-categorized transactions to help you watch your spending.

Features within Money Management:

  • Debt payoff forecasting
  • Goals to include debt payoff, savings, and retirement
  • Cash Flow calendar
  • Auto-categorization of transactions
  • Text and email alerts
  • Detailed Net Worth analysis and tracking

Money Management FAQ

  • How do I link to external accounts?

  • How do I review transaction activity?

  • How do I set up a budget?

  • What if I need help?

 

If you have more questions, please refer to our Money Management User Guide for complete instructions. You can also call our Member Service Center at 831479.6000 or 888.4BAYFED, option 3.

mobile apps