Money Manager

Bank of Lake Mills offers a digital way to manage your money by using our personal Online and Mobile(1,2) Banking services. Money Manager makes it 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 a great tool for you!  

Money Manager Features: 
  • Get your complete financial picture - View your Bank of Lake Mills accounts and accounts from other financial institutions in one place.
  • 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.
  • 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.
How to access Money Manager ~ Online Banking: 
  • Login to your Online Banking account.
  • Click Accounts (located on the left sided under the Bank of Lake Mills logo).
  • Click one of your Bank of Lake Mills accounts.
  • Click Money Manager button.
How to access Money Manager ~ Mobile Banking: 
  • Login to your Bank of Lake Mills Mobile Banking.
  • Click on the 3 lines menu at the top left.
  • Click Money Manager.  
How to connect your accounts from other financial institutions to your Money Manager account: 
  • Click Net worth 
    • Online Banking - Click Add Assets or Add Liability. 
    • Mobile Banking - Click + button
  • Click Link Account.
OR
  • Click Accounts
    • Online Banking - Click + button
    • Mobile Banking - Click + button
  • Click Link Account.
  • Search for your other financial institution.
  • Follow steps to log in to your other financial institution (User Name and Password from that financial institution). 
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 To take advantage of our Money Manager service, you must be enrolled in Bank of Lake Mills 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.