Welcome to Money Manager!

All Green Country members have access to a host of money management tools for free – inside online banking. It’s called Money Manager and it can help you track your money, set savings goals, work with a budget and monitor your cash flow.

Money Manager - See your spending by category


See which spending category you have spent the most in so far this month.

  • Step 1: Select other parts of the wheel to see other major category spending. Your transactions will categorize themselves with ‘tags’.
  • Step 2: To personalize these categories, or split the transaction between tags, select the transaction and edit the tag.
  • Step 3: When you select a transaction from the dashboard you can also change the name of the transaction, create a budget or add a recurring transaction to your Cashflow Calendar.
Money Manager - New Budget Setup

Spending Targets

New users can look at the insights for guidance on what to budget based on spending.

  • Step 1: Navigate to Budgets and click on “View Budgets.”
  • Step 2: Click on the Spending Target you’d like to edit from the list.
  • Step 3: Click “Edit Budget” to edit or delete.
  • Step 4: You can change the name, amount, tags, and accounts associated with this Spending Target from here.
Money Manager - add income to customize your cashflow


The cash flow calendar brings your budget to life through an interactive calendar.

  • Step 1: Navigate to Cashflow.
  • Step 2: Click the plus sign to “Add Income” or “Add Bill.”
  • Step 3: Enter in the required information and select “Save.”
Money Manager - Set a Savings Goal to get a clearer picture of what you need to do to save


Create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.

  • Step 1: Navigate to Goals, and select “Add Goal.”
  • Step 2: Select your desired pay off or savings goal.
  • Step 3: Fill in the required information.
  • Step 4: Click “Save” to complete the process of adding a new goal.

Keep in mind, your Goal Summary will update your completion date and the amount needed per month according to your preferences. Goals will automatically update your progress and will reflect your day-to-day account balances in Money Manager.

Money Manager - Link your accounts from other institutions to get the whole picture of your financial standing

Add an Account

Syncing other accounts for a complete financial picture is simple.

  • Step 1: Navigate to Accounts, and click the plus sign to “Add Linked Account.”
  • Step 2: Select an institution or use the search to find your institution.
  • Step 3: Enter in the required information and select “Connect.”

You’ll receive a notification on your Money Manager dashboard once the account has been synced successfully.