Are you looking to get a clearer picture of your finances? It is always a smart idea to build solid financial habits and this includes managing your money. Good money management can help you meet your goals. Luckily, within Needham Bank Online and Mobile Banking, you have access to NB Money Management, a helpful tool and resource to streamline your finances. Read about our NB Money Management tool so you can learn what to do with your money so you can effectively save and spend.
What is NB Money Management?
With our Money Management tool, you can link other accounts, such as other bank accounts, investment accounts or student loan accounts and quickly get a comprehensive view of your net worth. Plus, you can set goals and budgets to help keep track of what you’re saving and spending.
What are the benefits and features of NB Money Management?
Account Aggregation
Link all your accounts together, including those outside Needham Bank, for a complete overview of your finances.
Budget & Goals
Create budgets and track saving and spending goals that matter to you.
Net Worth Tracking
Monitor your financial health by seeing how your net worth evolves over time.
Spending Insights
Understand your spending habits by categorizing and analyzing transactions.
Debt Management
Stay on top of your loans and credit cards by linking them to monitor payments and balances.
Customized Alerts & Notifications
Set custom alerts to notify you immediately in any scenario.
How do I access NB Money Management?
This tool is easily available via NB Online and Mobile Banking to help you better understand your saving and spending habits.
- NB Online Banking: Log in and click “Manage Money” in the top navigation
- NB Mobile Banking: Log in to the app, click “More” in the bottom navigation, then click the “Money Management” icon at the top
With all your accounts and transactions available in a single view, regardless of which institutions they’re with, you can budget, set spending and savings goals, and control your personal finances in an entirely new way. On top of using our Money Management tool, remember to control your spending, save regularly and build credit. If you have any questions about NB Money Management, please call Needham Bank at 781-444-2100 and press 2.
