Money Manager

NEW! A better way to manage and save money. Money Manager (1) makes it simple to stay on track, set goals, and maintain your finances responsibly. 

Bank of Lake Mills has made improvements to our personal Mobile(1,2) and Online Banking services. Now, it's easy to manage money, monitor spending, and actually see where your money goes. If you want to save money, improve financial health, and make financial management easier at no extra cost, this is great news for you!

  • Get your complete financial picture and view all of your accounts in one place.
  • Sync accounts with nearly 17,000 financial institutions.
  • Understand spending habits with automatically tagged transactions.
  • Make informed choices with the cash flow calendar.
  • Visually track your progress, reach financial goals quicker and easier.
How to access Money Manager ~ Online Banking: 
  • Login to your Bank of Lake Mills Online Banking.
  • Locate and select Money Manger from the main navigation tab. 
  • Dashboard - Add accounts from other financial institutions and load more transactions.  
  • Budget - Add spending targets that lets you track variable expenses, like shopping or dinning out. Set alerts to let you know when you're getting close to your target amount with a friendly text or email.
  • Cashflow - Add income and bills to see your monthly cashflow.
  • Goals - Whether it's saving for a major life event, paying off a student loan, or saving for your first house, choose your goals.
  • Net Worth - Monitor your net assets and liabilities.  
  • Alerts - You can create your alerts and be notified by text or email when certain criteria are met.
How to access Money Manager ~ Mobile Banking: 
  • Login to your Bank of Lake Mills Mobile Banking.
  • Locate and select Money Manger from one of your accounts.  
  • Overview - View expense activity and history of transactions across all of your added accounts.  
  • Budget - Add spending targets that lets you track variable expenses, like shopping or dinning out. Set alerts to let you know when you're getting close to your target amount with a friendly text or email.
  • Cashflow - Add income and bills to see your monthly cashflow.
  • Goals - Whether it's saving for a major life event, paying off a student loan, or saving for your first house, choose your goals.
  • Alerts - You can create your alerts and be notified by text or email when certain criteria are met.

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Money Manager Tutorial Videos
 

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 To take advantage of our Money Manager service, you must be enrolled in BLM Online Banking. Not enrolled in Online Banking? Click here to learn more about Online Banking and how to enroll!
 

Questions? We can help! Please contact a Bank of Lake Mills Personal Banker during normal business hours or email customerservices@bankoflakemills.com for more details. 

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(1) Must be enrolled in Online Banking. (2) Message and data rates may apply. Contact your mobile phone/tablet service provider for details.