family who used MMM to save for a beach trip

My Money Manager

Save for your future. Save for your dreams.

Setting up financial goals for yourself is just as important as establishing a budget. As you make progress on your goals, our My Money Manager tool not only serves as a rearview mirror to see how far you have come, but also a map to guide your financial path forward. Whether you’re hoping to buy a home, take a vacation or even head back to school, bring your big, exciting financial goals into focus with My Money Manager.

The tools within the My Money Manager help you calculate your net worth, set budgets, view your spending habits and trends and set up a debt payment plan.

Financial Tools within Online Banking

Categorizing Data

Learn how to correctly categorize your transactions so you can easily see where your money is going which helps you create a budget and eliminate wasteful spending.

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Budgeting

Learn how to use the budgeting tool in My Money Manager.

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Spending

Learn how to stay on top of your expenses with the spending tool in My Money Manager.

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Trends

Learn how to manage trends with your spending habits compared to your income.

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Net Worth

Learn how to calculate your net with in My Money Manager.

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Linking Accounts

Learn how to link your external accounts to begin managing your finances in My Money Manager.

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Initial Set Up

Linking an Account

Before you can begin setting up your financial goals, you need to link all your accounts, items you own and debts.

Link your non-United accounts from the homepage.

Click the Link Account button
Locate your financial institution using the list, search bar or enter manually.
Enter your user ID and password.
Click the Continue button to finish linking account

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Learning Center

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Fraud Prevention for the Holidays

The holidays come with more spending, more travel, and—unfortunately—more fraud. We know fraud is the last thing you want to deal with (ever, but especially during the holiday season), so we’re here to equip you with tools that will keep your money safe, while also making life easier.

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Protect Your Checks: How to Prevent Mail Theft and Fraudulent Check Washing

The US Postal Inspection Service recovers more than $1 billion in fraudulent checks and money orders each year. If you mailed a check that was paid, but the recipient never received it, criminals may have stolen it. To help postal inspectors keep your mail safe, take the following steps.

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How to Build Wealth through Real Estate

Real estate has long been recognized as a solid investment strategy, offering both stability and potential for significant returns. If you are interested in creating a valuable, diversified portfolio, here are a few options to consider if you’re interested.

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