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Money Plan

If you use Internet Banking, you have access to drive your financial journey with a clear view of your spending, debt and balances.
Money Plan provides a great visual representation of how you spend your money. You can classify your spending in your history so that you can find simple ways to decrease spending and increase savings.
With all your accounts in one place, you can easily track your debts and your savings accounts in one dashboard. Whether your account is with CoreFirst or another bank they can all be linked in Money Plan.  

Make budgeting easy with simple formatting that tracks your progress in all sorts of spending categories. You can even keep tabs on your Net Worth to make sure you are staying on top of your long-term goals.


Money Plan Q & A

What does Account Link mean?
What if a financial institution I use in not available in Link Account?
How do I add a manual account?
What is account grouping?
How do I categorize transactions in my history?
What is Net Worth?
What is the Budget functionality?
How do I start a budget from scratch?
How do I use auto-generate budgets?
What do the budget bubble colors mean?
How do I edit or delete a budget?
How do I edit a budget transaction?
What is the Spending functionality?
What is the Trend Functionality?
How do you use Trends?
What is the Debt Functionality?
How do you use Debts?