Money Management

Manage Your Money Your Way

Track Your Money

View all of your WeStreet accounts and even add accounts from other lenders and banks.

  • check solid white Automate Your Budget & Set Spending Alerts
  • check solid white View Your Net Worth or Cash Flow
  • check solid white Set & Track Savings, Retirement, & Debt Goals

How Can Money Management Work For You?

couple reviewing their finances

Accounts

  • Manage accounts from multiple institutions
ADD YOUR ACCOUNTS
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Transactions

  • Track and categorize your transactions
MANAGE YOUR TRANSACTIONS
young woman with a credit card

Spending

  • Manage spending categories to visualize how you spend money the most
READ ABOUT SPENDING
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Budgets

  • Create budgets based on spending categories
LEARN ABOUT BUDGETS
happy couple looking at laptop

Trends

  • Compare monthly spending trends by category
young woman taking notes

Debts

  • Manage internal or external debt accounts
Husband and wife looking over budget and are happy.

Net Worth

  • Track your monthly net worth
young happy black couple

Goals

  • Set savings, retirement or debt payoff goals
young black man smiling at his phone

Cash Flow

  • Set up Cash Events to estimate your future cash flow

0.15%

Up to 0.15% Annual Percentage Yield (APY) on Interest Rewards Checking.

See All Checking Rates

0.15%

Up to 0.15% Annual Percentage Yield (APY) on Interest Rewards Checking.

See All Checking Rates