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Personal Finance Manager

Our easy-to-use budgeting tool helps you track spending, monitor balances, set savings goals, and view all your accounts in one place.

Access in Online Banking
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Take Control of Your Budget

See your full financial picture by connecting all your accounts in one place. Track spending, manage your budget, and stay on top of your goals.

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All Accounts in One View

Link checking, savings, credit cards, loans, investments, and more—even from other banks.

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Quick Budget Setup

Create a budget in minutes and track spending automatically by category.

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Insightful Charts

View income, expenses, and cash flow with easy-to-read graphs.

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Savings Goals

Set goals, get alerts near limits, and monitor your progress.

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personal finance managaer screen on the lakeridge bank mobile app

Part of Your Financial Toolkit

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Online Banking

Log in anytime to move money, pay bills, or check balances—all with a few clicks.

Explore Online Banking
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Mobile Banking

Stay connected to your accounts on the go with an app that makes managing money effortless.

Download Now
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Credit Sense

Keep tabs on your credit score, get alerts on changes, and access personalized tips to improve it.

Check Your Score
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Checking

Choose a checking account that fits your life, with flexible features and no hidden fees.

Explore Accounts

Log In to Access Personal Finance Manager

Frequently Asked Questions

How do I enroll in Personal Finance Manager?

Just log in to Online Banking and click Budget in the main menu to get started. No separate sign-up is required.

Do I need to add my Lake Ridge Bank accounts manually?

No. All of your Lake Ridge Bank accounts are automatically included within the tool.

Can I add accounts from other banks?

Yes. In the Accounts section of your dashboard, click Add Accounts. If your institution isn’t listed, choose “Add an offline account” at the bottom of the window.

How far back does my transaction history go?

For Lake Ridge Bank accounts, you’ll see up to 365 days of transaction history. External accounts may vary depending on the other financial institution’s system.

What if a transaction is marked as ‘Uncategorized’?

Click on the word “Uncategorized” next to the transaction and select the appropriate category. You can also create your own by selecting Add/Edit Your Categories.
See All FAQs

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