Simplify Your Finances. Imagine the Possibilities.
Make a commitment to your financial fitness by automating your savings or pay-off goals. Money Manager is available when you enroll in Online Banking. You can set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card. When you determine a goal in Sugar River Bank's Money Manager, you're creating a plan that can lead to financial success. Just imagine the possibilities!
With Money Manager, managing your finances is easier than ever.
Get your complete financial picture
Sync accounts from 20,000 financial institutions
View tagged transactions to understand spending habits
Make informed choices with the cash flow calendar
Set goals and visually track your progress
It's easy to set up a plan!
Add a Goal & Stay on Track. Money Manager makes it simple to stay on track. Set goals, and maintain your finances responsibly.
Step 1: Select "Add Goal" on the goal dashboard.
Step 2: Select your desired pay off or savings goal.
Step 3: Fill in the required information.
Step 4: Click the "Save" button to complete the process of adding a new goal.
Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.
Goals will automatically update your progress and will reflect your day-to-day account balances.