Take control of your finances

We’re making it easier than ever to visualize and interact with your money. 

Money Management is free for Mechanics Bank online and mobile banking users and offers an easy to use, visual experience that provides a 360-degree view of internal and external accounts — from credit card providers, outstanding loans, transactions, and more. Gain powerful insights and make more informed financial decisions with features, such as:

Tools to reach your financial goals

Desktop computer


See a single view of all your accounts on one easy place

Receipt with dollar sign


View transactions by account, date, category, keyword, or amount

Money bag


Review spending categories with drill downs into subcategories and transactions



Auto-generate budgets or create custom budget categories



Track spending and income with subcategories that include transaction details

Healthcare stethoscope

Financial Wellness

Evaluate if your net worth is trending up or down with monthly drill downs


Debt Management

Project debt payoff dates and prioritize the completion of certain debts

Money bank


Create goals and associate them with a specific account and timeline



Define alert thresholds by account and alert type

Get started today!

From Online Banking:

Select "Money Management" from the top navigation, or from the Money Management module on the home page, select "For more details, go to Money Management."
You must be enrolled in Online Banking to use this feature. Please visit Online Enrollment to learn more.

From the Mechanics Bank mobile app:

Select "More", from the bottom navigation, then tap "Money Management"
If you don't have the Mechanics Bank mobile app, please visit Personal Mobile Banking on how to download.

Have questions?

Our Customer Care team is here to help.