Money Management
Improve your financial well-being with our award-winning money and budget management tool.
Understanding your current financial picture is a key component in achieving financial clarity and improving your personal finances. Our Money Management tool helps you do just that. Connect, share, and control all of your accounts and loans in digital banking at no cost.
Money Management has a variety of features that provide you with a 360-degree view of your finances in a single location, giving you proactive and personalized insights broken down into different categories.
Accounts
The Accounts feature within Money Management allows you to track your finances more easily since all of your financial activity from Clearview and your external financial institutions' accounts is located in one place. You can view accounts by account type, add new accounts, delete obsolete accounts, hide accounts, and merge duplicate accounts all within this feature.

Transactions
The Transactions feature allows you to view an overview of your recent spending across all accounts. You can adjust the view for more or less history, search for and filter specific transactions, sort by date, payee, category, account, or amount, recategorize an expense, or provide meaningful tags and/or memos at the transaction level.
Spending
The Spending Chart feature allows you to quickly identify your biggest expenses by category. By selecting a specific category in the chart, you can view the transactions within that category. Visualizing your spending habits this way means you can easily stay on track and see where there may be holes in your budget to put your money to its best use.
Budgets
The Bubble Budgets feature within Money Management lets you set realistic monthly spending limits and focus your attention where it's needed most. The colors of the bubbles represent the status of your budget: green indicates you’re within your limit, yellow means you’re approaching your limit, and red means you’ve gone over. The bigger the bubble, the larger the portion of your monthly budget is spent on the category. Budgets are generated based on your previous spending. If a budget doesn’t seem right, you can always update or add new budgets that align with your expenses.
Trends
The Trends feature allows you to track spending in each category over the last 3, 6, 9, or 12 months. In just a few moments, you’ll be able to see if you’re living within your means and identify categories you need to work on.
Debts
The Debts feature aggregates all of your debts in one place so you can see how to pay down your debt faster. You can prioritize certain debt payoffs, see how various payoff methods will affect your debt timeline, and see how adding money to your monthly payment will get you out of debt faster.
Net Worth
Money Management’s Net Worth feature provides you the ability to track the net sum of all of your assets and liabilities. This way, you can monitor your overall financial progress and see what makes up your gains and losses.
Goals
The Goals feature within Money Management allows you to set savings, debt, and retirement goals and visualize them on your goal timeline.
Cash Flow
The Cash Flow feature helps you understand your spending by looking at your transaction history and predicts your future spending by allowing you to easily identify recurring payments and deposits to see how they affect your future available cash.
You can access Money Management for free in digital banking. It's available in online banking under Manage account and in the mobile app by going to More, then Manage account. Once you enroll and add your accounts you’ll see all your external financial institutions’ accounts and loans in online banking listed in the Outside Accounts section following your Clearview account information. Following this, in the Money Management section, you’re able to view your bubble budgets and spending chart.
- Select the account.
- Follow any given instructions.
- You may need to update your credentials, refresh the connection, or do something else. In some instances, you may simply need to wait a day and try again.
- If problems with an account continue:
- Log in to the financial institution’s online banking website to verify that your username and password are correct.
- Make sure there are no holds on the account.
- Don’t try to add the same account twice as the system does not support this. Instead, you may wish to delete the institution, which will delete all accounts associated with the chosen financial institution.