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.
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.
All Accounts in One View
Link checking, savings, credit cards, loans, investments, and more—even from other banks.
Quick Budget Setup
Create a budget in minutes and track spending automatically by category.
Insightful Charts
View income, expenses, and cash flow with easy-to-read graphs.
Savings Goals
Set goals, get alerts near limits, and monitor your progress.
Part of Your Financial Toolkit
Online Banking
Log in anytime to move money, pay bills, or check balances—all with a few clicks.
Mobile Banking
Stay connected to your accounts on the go with an app that makes managing money effortless.
Credit Sense
Keep tabs on your credit score, get alerts on changes, and access personalized tips to improve it.
Checking
Choose a checking account that fits your life, with flexible features and no hidden fees.
Frequently Asked Questions
What if a transaction is marked as ‘Uncategorized’?
Can I export my transactions?
Where can I get help using Personal Finance Manager?
How do I enroll in Personal Finance Manager?
Do I need to add my Lake Ridge Bank accounts manually?
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