With Money Management, you can view all of your accounts (BayPort and at other financial institutions), track your budgets, follow your spending trends, and more, right on our website to help you become a better manager of your personal finances.
Important Information for Current FinanceWorks Users
If you used FinanceWorks within the past 18 months, most of the account information on the current system (for both BayPort and other financial institutions) will migrate automatically to Money Management, including the names, account types and balances.* However, the following items, if part of your current FinanceWorks set-up, did not transition to Money Management. Instead, action will be required now to take full advantage of the new system. This includes:
- Login credentials for all non-BayPort accounts
- Budget, goal and transaction categories
- Email and/or text Account alerts
Once you have accepted the terms, conditions, and disclosures for Money Management, you will find easy step-by-step instructions to do all of the above, as well as launch other financial tools and enhancements contained within this new system.
* Up to 18 months of transaction history for all accounts will be migrated.
New to Online Personal Financial Management?
For those who have never used FinanceWorks, or have not logged in within the past 18 months, you will be able to access and enroll in Money Management by clicking “Money Management” under the “Manage Money” tab in online banking. You may also enroll through our mobile banking app by clicking on the “More” tab and “Money Management”.
Have additional questions? View the full list of FAQs