MoneyManager - Your Financial Management Tool

Duke Credit Union’s MoneyManager is a personal financial management tool that allows you to link and view all of your financial accounts both at Duke Credit Union and other financial institutions. Link your accounts in order to view, track, budget, set goals and receive alerts.

Simplify the way you manage your finances. Look for the MoneyManager tab in iAccess (your online banking portal). Try it out today!

View

Add any account you can access online and gain an easy and fast way to watch “the big picture”.
Quickly view your savings, checking, credit card, mortgage and investment balances from all of your financial institutions.

Track

Set and track your goals.
Use MoneyManager to track spending, set budgets, calculate your net worth and more.
MoneyManager will track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms.

Budget

Easily create budgets, categorize and track your spending habits.
Tag your transactions to see where and how you spend your money.
Use the cash flow calendar to make informed choices on when to schedule bills and other spending.

Set Goals

Use MoneyManager to create savings goals - like saving for a vacation or a debt reduction goal - like paying off a high-rate credit card.
Set a date by which you want to accomplish a goal and track your progress.

Set Alerts