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MoneyDesktop

Wish you could manage all your money in one place?

Wish granted.

MoneyDesktop is an online money management tool, integrated into online banking, that empowers you to take control of your finances and simplify your life. Account aggregation, expense tracking, budgets, and customized notifications are just a few of the tools to guide you along your way. 
 

  • Account Aggregation
    • See all of your various accounts in one place to get a complete picture of your financials
    • Make sure to include all accounts, such as: checking and savings accounts, credit cards, investments, loans, mortgages, lines of credit, etc.
       
  • Expense Tracking
    • Get powerful insights on where, when, and how you spend your money
    • MoneyDesktop automatically categorizes & tracks spending from all your accounts, so you can see where your money is really going
    • You can then create relative budgets based off your actual spending, income, debts, and expenses

Image of a pie chart showing expense tracking
 

  • Budgets
    • MoneyDesktop's Budget tool allows for a quick and easy visual to see where you're at with your spending - using "bubbles"
    • At a glance, you will be able to determine a budget's state (color), relative value (size), spending progress (meter), and relationship to other budgets

Image of an infographic explaining the budget tool used on MoneyDesktop
 

  • Customized Notifications
    • Stay updated on important information regarding your accounts - like low balance alerts or upcoming payment notices
    • Customize which accounts you'd like alerts for, how you receive those alerts, and enable/disable what circumstances trigger alerts to be sent

To Access MoneyDesktop

  • Log into your Advanz Online Banking
  • Click on the MoneyDesktop tab in the menu bar

Also, you can now access the MoneyDesktop mini-widget from the main mobile Home Banking screen!