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Personalized Advice, Insights and Control
With so many accounts, logins and passwords it can be hard to get a grip on your overall financial health. Make it simple, let Money Manager, our personal financial management tool, provide you with personalized budgets, organized transactions and automated spending visuals! Just sync your financial accounts and Money Manager will do the rest, easy as that.Money Manager has different tools which can help you manage your finances, such as budgeting, spending, etc. Learn about them all in minutes with our helpful demo video for each tool.
Access to your overall financial picture in the palm of your hand
See all of your accounts in one place
Money Manager is the one-stop-shop for viewing all of your financial accounts, even accounts from other financial institutions. Get 24/7 control and convenience available through the Synergy App or online banking that you already know.
Build long lasting financial strength
Built with you in mind, our financial health tool, FinStrong, takes life's complex spending data and distills it into an easy-to-understand financial strength score.
Find insight from your financial feed
Our feed of insights empower you to make smarter financial decisions and make you feel good about the way you manage your money.
Maximize the way you manage your money with Synergy’s free Money Manager tools
Accounts
View all of your accounts, like chequing, savings, credit, loan and investment accounts, in one place. You can add any institution you have a financial relationship with to see your whole picture.
Transactions
Transactions are easy to read and are automatically categorized into popular spending categories so you can see where your spending is on track or needs improvement.
Spending
Get a fresh take on your finances with our Spending tool and let it help you plan for future expenses.
Budgeting
Take the hassle out of budgeting by creating a personalized budget based around your lifestyle using Money Manager budget tool.
Goals
Plan a way to fund your dreams, track the progress and achieve your goals all with the helpful tool.
Trends
Throughout the year do you know how much you spend and when? Track your spending trends with Money Manager tools.
Accounts
View all of your accounts, like chequing, savings, credit, loan and investment accounts, in one place. You can add any institution you have a financial relationship with to see your whole picture.
Transactions
Transactions are easy to read and are automatically categorized into popular spending categories so you can see where your spending is on track or needs improvement.
Spending
Get a fresh take on your finances with our Spending tool and let it help you plan for future expenses.
Budgeting
Take the hassle out of budgeting by creating a personalized budget based around your lifestyle using Money Manager budget tool.
Goals
Plan a way to fund your dreams, track the progress and achieve your goals all with the helpful tool.
Trends
Throughout the year do you know how much you spend and when? Track your spending trends with Money Manager tools.