Money Management


Total Control Over Your Finances


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Money Management allows you to view all transactions across accounts

View All Your Accounts in One Place


  • our Webster First accounts are pre-loaded>

  • Connect outside accounts with a simple authentication

  • Keep track of balances, transactions, interest rates, credit limits, and more

  • Search by keyword or amount, or filter by account and date to quickly find specific entries

  • Tax deductible transactions can be marked throughout the year and filtered for easy access come tax time





Track spending and set budgets in Money Management

Keep Track of Spending and Set Budgets


  • Use a visualization of spending categories over a defined date range to quickly see where your money is going

  • Change the date range, view a visualization of income sources, and drill down to subcategories and transactions

  • Bubbles provide a way to quickly assess how close you are sticking to your budget

  • Use automatic categories provided by Money Management, or set custom categories for ultimate personalization





View trends in Money Management

View Your Progress Over Time with Trends


  • Trends provide a view of spending over time divided into categories

  • See how your spending fluctuates throughout the year and set more realistic budgets and goals for the future

  • Subcategory views provide deeper insight, with details available down to the transaction

  • Debts tool forecasts debt payoffs and compares strategies, providing a roadmap to get out of debt

  • Know exactly when you'll be debt free






Open an Account


You can open an account online or at your local branch.