Peaks Money Manager™

The NEW Peaks Money Manager is here!

Introducing Peaks Money Manager— completely re-designed to offer a convenient, engaging, and complete money management experience.

Attention current Peaks Money Manager™ users: You will need to setup all your accounts in the new system. We apologize for the inconvenience, but setting up your accounts will only take a few minutes. If you have any questions or need help, please call us at 801.627.8700. 

 

 

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

Peaks Money Manager™ 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.

Aggregate all your financial accounts in one place!

ACCOUNT AGGREGATION

Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

Peaks Money Manager™ aggregates over 10,000 financial institutions and more are added every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

 

 

 

Know where your budget is at any time in the month!

EXPENSE TRACKING

Tell your money to make up its mind.

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

Peaks Money Manager automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Then, create relative budgets based off your actual spending, income, debts, and expenses.

 

 

 

Track your expenses by budget category!

BUDGETS

Tell your money to shape up.

A better way to budget. Visualize and interact with your budgets in a more meaningful way — using bubbles!

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

SECURITY

Privacy and Trust

We are committed to confidentiality, integrity, and security. With that in mind we've integrated Peaks Money Manager into your online banking to insure that your sensitive information is protected with the highest of security standards.

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