Money Desktop 2019

 

 

MoneyDesktop

All Your Accounts. One Simple Dashboard.

Free for all TopMark Online Banking members

Take control of your finances with MoneyDesktop, a powerful, secure money management tool integrated right into your Online Banking. Bring all your accounts together—whether they’re at TopMark or other financial institutions—and manage your entire financial life from one place.

Control your money—don’t let it control you.


Why Use MoneyDesktop?

MoneyDesktop gives you everything you need to stay on top of your financial goals.

  • Account Aggregation – Connect your checking, savings, credit cards, loans, mortgages, investments, and retirement accounts—all in one spot.
  • Budgeting Tools – Build custom budgets that fit your lifestyle and monitor progress in real time.
  • Spending Insights – Automatically categorize transactions so you know where your money goes.
  • Mobile Access – Track your finances anytime, anywhere, with easy mobile integration.

How It Works

Step 1: Log in to TopMark Online Banking.
Step 2: Activate the MoneyDesktop link at the top of the page.  
Step 3: Link your outside accounts in minutes.
Step 4: Start budgeting, tracking, and planning your financial future—all from one dashboard.


Account Aggregation Made Simple

Tell your money to get it together.
No more logging into multiple sites or guessing your balances. MoneyDesktop securely syncs your financial data from all your accounts and organizes it into one clear, easy-to-understand view.
Checking, savings, credit cards, mortgages, investments, retirement accounts—you name it, it’s there.


Benefits at a Glance

✔ Free for all TopMark Online Banking users
✔ Secure and private
✔ Visual, interactive dashboards
✔ Designed to help you make smarter financial decisions


Get Started Today

Log in to your TopMark Online Banking account and activate MoneyDesktop—it’s free, easy, and available now!

 

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.