Money Desktop 2019




All Your Accounts | One Place | Even Those That Aren't at TopMark

Free to all TopMark Online Banking Users. 

Control your money. Don't let it control you.

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.

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:

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

Debt Management:

Take control of your financial future.

Create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being.

At some point in our lives, most of us have borrowed beyond our means. MD is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.

Net Worth:

Get the BIG picture.

Net Worth displays data that can be immediately actionable and motivating. 

Net Worth shows you a contextually accurate data visualization of your assets vs. liabilities.

Quickly determine if you are moving in the right direction - and to what degree. Even the smallest changes are easy to see and place in context.

Free to all TopMark Federal Credit Union Online Banking Users! To get started simply, log into your Online Banking, and select MoneyDesktop from your Dashboard.