MoneyDesktop

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, debt management, bill pay reminders and mobile access are just a few of the tools to guide you along your way. This product is free as long as you're a WBT online banking customer.

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Account Aggregation

MoneyDesktop gathers basic financial information from all of your accounts and organizes it into one place.


Expense Tracking

MoneyDesktop automatically categorizes and tracks spending from your various financial accounts, allowing you to see where all of your money is really going.

Budgeting

MoneyDesktop allows you to create relative budgets based on your actual spending history, income, debts and expenses.

Debt Management

MoneyDesktop has been designed to give you step-by-step instructions on how to get your debt under control.


Summary
  • A free online money management tool
  • Manage all your accounts from one single hub
  • Organize all your financial accounts in one place
  • Categorized expense tracking
  • Create budgets based on your spending history, income, debts and expenses
  • Step-by-step instructions to get your debt under control

All you need to begin using Money Desktop is an online banking account. If you're not using WBT online banking already, you can sign up here.

Once you log in to online banking, just click on the MoneyDesktop icon to start getting your finances organized. Click on 'Settings' to activate MoneyDesktop on your smart phone and other devices.


If you wish to learn more about our free MoneyDesktop service, read our Frequently Asked Questions. You can also watch these how-to videos to get you started.