All Your Accounts | One Place
Even Those That Aren’t With Us
The NEW MoneyDesktop Now Available
Introducing MD 4.0 – completely re-designed to offer a convenient, engaging, and complete money management experience that is consistent with it’s award-winning mobile counterpart, MoneyMobile.
MoneyDesktop’s sleek new look is seamlessly integrated into online banking with a “widget” like implementation and functionality. Now you can have an engaging money management experience securely within online banking.
Along with the new look and feel, MD 4.0 also includes new and updated features like Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all your financial accounts, balances, and transactions in one place – you will be able to visualize and interact with that data in new and meaningful ways – all conveniently and securely within online banking.
Login to Online Banking to start using the NEW MoneyDesktop today!
Tell your money to shape up.
MD 4.0 delivers a better way to budget. Visualize and interact with your budgets in a more meaningful way – using bubbles!
Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.
At a glance, you will be able to determine a budget’s:
- State/Status (color)
- over, under, or near budget
- Relative Value (size)
- Spending Progress (meter)
- Relationship to other budgets
Tell your money to make up its mind.
Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.
MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MD 4.0 reinforces the parent – child relationship of categories, giving you in-depth insights into your spending habits.
Take control of your financial future.
MD 4.0 allows you to create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being.
The new version includes an updated data visualization that reflects debt details more accurately – allowing a user to quickly see which debts are being paid down and for how long.
At some point in our lives, most of us have borrowed beyond our means. If you’re in over your head, MD 4.0 is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.
Get the BIG picture.
The updated Net Worth app displays data that can be immediately actionable and motivating.
For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. The new Net Worth app shows you a contextually accurate data visualization of your assets vs. liabilities.
Quickly determine if you are moving in the right direction – and to what degree. Even the smallest changes are easy to see and place in context.
Just login to It’s Me 247 Online Banking and click on MoneyDesktop to gain immediate access.
Something new from MoneyDesktop.
MoneyDesktop introduces MoneyMobile a powerful and engaging financial mobile app that will change the way you feel about financial management. MoneyMobile’s award winning design makes managing money not only easier and more convenient – but a lot more enjoyable and exciting as well.
Available on the App Store
It’s FREE! Brought to you by: PrimeSource Credit Union
Reach Out & Touch Your Finances!
Not only will you be able to see all your financial data in one place, you will be able to visualize that data in meaningful and engaging ways on your iPhone and iPad.
Created with the philosophy that “User Experience Trumps All” – MoneyMobile will make you want to reach out and touch
TRACK ALL ACCOUNTS & TRANSACTIONS
You have money in lots of places… let us bring it all together.
Get the full picture! See all your balances and transactions together – in one place! Checking, Savings, Credit Cards, Mortgage, Auto, Investments, Retirement, and more . . . within minutes of a simple one-time set up, you will be able to visualize and interact with all your financial data in one place.
BUDGETS THAT MAKE SENSE
You’ll never look at your money the same way again.
A better way to budget. Visualize and interact with your budgets in a more meaningful way – using bubbles! Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.
Finally see where it all goes… you might be surprised.
Don’t just track spending, know your spending!
Get powerful insights on where, when, and how you spend. Our new spending pies allow you to quickly see how you are spending your money. Unlike other spending pies, MoneyMobile reinforces the parent – child relationship of categories, giving you in-depth insights into your spending habits.
VISUALIZE & TAKE ACTION
It feels good to be on top of your finances!
Bring it all together. MoneyMobile allows you to create, print, and email complete financial reports so you can stay on top of your finances. Interact with visually rich and informative reports on your iPhone and iPad, and then quickly email or print those reports right from the app.
Please note that printing and emailing reports is currently only available on the iPad.