Finance Manager

We make syncing ALL your accounts in one place simple and easy!

View and manage ALL of your financial accounts in one place!

Finance Manager is an additional feature of Online and Mobile Banking. It has all the features you need to help manage your money! Build a one-stop financial site to manage all your accounts. Everything where and when you need it.
 
We make syncing ALL of your accounts in one place simple and easy. View and manage ALL of your financial accounts in one place. Sync your Providence Bank accounts with accounts with other financial institutions in Finance Manager and monitor them on your desktop, laptop or even your smartphone!
 
It’s easy to sync all your accounts like mortgages, car loans and credit cards – even those from other financial institutions. With Finance Manager, set and keep your savings goals, set spending alerts, and keep track of your accounts – wherever and whenever you want!
 
  • Create spending targets that allow you to create budgets based on the ‘tags’ that are important to you.
  • See your projected day-to-day cashflow.
  • Add income and bills like your paycheck, rent or utilities to more accurately forecast your cash flow.
  • Create one or more financial goals.
  • Select from the savings or payoff goal types to begin tracking your progress toward your financial aspirations. 
  • See your net worth. It’s automatically calculated daily based on the accounts you’ve added. 
  • Customize your dashboard.
  • Create customized alerts for Account Balance, Spending Targets, Goal Progress, Bill Reminders, Large Transactions and Merchant Name.
  • See alerts at the top of dashboard or opt in to receive text or email alerts.
It’s time your financial life worked with the rest of your life! Get Started with Finance Manager Today! It’s FREE!
  • In Online Banking, simply click on Finance Manager.
  • In Mobile Banking, click on the menu bars in top left of the screen, scroll and click Finance Manager.
  • Add, edit, delete accounts from other financial institutions.  Your primary accounts with Providence Bank will automatically be added!
  • When you add accounts, your transactions and balances will update automatically.
  • Your transactions will automatically be categorized with 'tags'.  You can also personalize the tags if you want to categorize the transaction differently.
Create customized alerts for Account Balance, Spending Targets, Goal Progress, Bill Reminders, Large Transactions and Merchant Name.
See alerts at the top of the Finance Manager Dashboard or opt to receive text or email alerts.
When you add accounts, your transactions and balances will automatically update.
Your transactions will automatically be categorized with 'tags'.  You can also personalize the tags if you want to categorize the transaction differently.
Select from the savings or payoff goal types to begin tracking your progress toward your financial aspirations.
Visit our Finance Manager site.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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