Money Management Cash Flow Widget Overview 

Written by:

Baylor Cox

Reviewed by:

• Kayla George

Are you having trouble managing your finances? The Money Management Cash Flow Widget is here to help. With the Money Management Cash Flow Widget, you can: 

• Automatically track recurring expenses 

• Reduce stress on bills and subscription payments 

• Create a beacon of financial empowerment 

Track your past spending, predict future expenses, and plan ahead with the Cash Flow Widget. Find out where your money is being spent so you can make informed financial decisions. 

You’ll see projections of how much cash you’ll have remaining at the end of the month. This is based on the balances in your checking and savings accounts, including your projected income, and considers upcoming expenses based on historical data. 

Select Settings to manage transactions identified as recurring, add new expenses, or manage your income by changing or adding income streams. 

How Do I Set Up the Cash Flow Widget? 

Log in to Online Banking and click Money Management on the top banner. On the left side you should see the Money Management Widgets, select Cash Flow. From here, follow the on-screen instructions to add your income. Your projected expenses should automatically populate based on historical data. 

How is Cash Flow Projected? 

It’s based on the balances in your WeStreet checking and savings accounts, includes your projected income, and considers upcoming expenses based on historical data.