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MoneyDesktop

All Your Accounts | One Place Even Those That Aren't With Us

Free to all TopMark Federal Credit Union Online Banking Users!

MoneyDesktop is an online money management tool, integrated into online banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.

Account Aggregation

Tell your money to get it together.

MoneyDesktop gathers basic financial information from all of your financial accounts and organizes it into one place. Checking, Savings, Credit Cards, Mortgage, Auto, Investments, Retirement, and more . . . within minutes of a simple one-time set up, you will be able to visualize and interact with all your financial data – all in one convenient place.

Budgets

Bubble Budgets ®

Tell your money to shape up.

MoneyDesktop allows you to create relative budgets based off your actual spending history, income, debts, and expenses. Visualize and interact with your budgets in new and meaningful ways using MoneyDesktop’s Bubble Budgets.

Since not all budgets are created equal, using circles or bubbles to represent budgets allows you to quickly identify budgets that need the most attention.

At a glance, you will be able to determine a budget’s:

  • State (color)
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

Expense Tracking

Expense Tracking

Tell your money to make up its mind.

MoneyDesktop automatically categorizes and tracks spending from your various financial accounts, allowing you to get powerful insights on where, when, and how you spend. No more cumbersome spreadsheets and book keeping – MoneyDesktop learns your spending behaviors and does the work for you.

Spending Over Time

Ask your money where its been.

See your spending by category, graphed out over time.

What + When = How

  • See what you are spending your money on
  • See when you are spending it
  • See how you spend by identifying trends