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

Savings for the Unexpected

At one point or another, we all have an expense come up that’s outside of our normal monthly spending. Whether it’s a great thing that you’ve planned for or the complete opposite, you’ll need a plan and some money saved up in advance to make it possible.

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daughter protecting her father from elder fraud

Simple Strategies to Protect Yourself from Fraud

If you’ve spotted a scam or—even better—before you’re ever targeted, use the following strategies to keep your money protected.

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Common Scams and Red Flags

Fraudsters get more sophisticated every day, and they’re targeting everyone—especially those they believe are likely to fall for a scam because they’re busy, distracted, or too old or young to recognize the signs. To keep you and your loved ones’ finances safe, stay vigilant and watch for these red flags of a scam.

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