MyLife

MyLife is a Personal Financial Management Tool within Online Banking that will help successfully manage your entire financial portfolio from a single easy-to-use dashboard. With MyLife, you can create budgets to categorize and track spending habits to make smarter financial choices; bring your budget to life with the Cash Flow Calendar; set and track goals to help you take control and reach your financial objectives; build wealth and watch it grow with the Net Worth tool; and much more!

Features

• View all of your investment, mortgage, credit card and bank accounts from any institution in one place
• Customize your dashboard to see your goal progress, budget items and expenses

Dashboard

• Bring in accounts from outside of MNB. They are categorized as Cash, Credit Cards, Debts, or Investments.
• Include or exclude whatever accounts you’d like in the Dashboard or Expense widget, hide the ones you don’t want included such as children’s accounts, business accounts, etc.

Accounts/Transactions

• Transaction editor is streamlined and optimized for clarity
• The tagging system intelligently categorizes transactions
• Split-tagging system provides you to allocate transactions towards multiple tags
• Additional account information will be shown on an as-available basis (available balance, payment due dates, minimum payment amounts, etc.)
• Monitor by account type, debit or credit transactions, etc.
• Export your PFM transactions via CSV file. Have all your transactions in a printable format to review outside the PFM app.

Budget

• Layout provides a concise view of budget progress
• Ability to add alerts while creating new spending targets
• “Monthly progress” meters let you see if you’re outpacing your budget for the month with colorful indicators
• See how much money is available after your bills are paid and goals are met

Cashflow

• Agenda view allows you to see upcoming income and bill items in a linear format
• Clear labels make it easier to see upcoming income/bill amounts

Goals

• See how much money is available for goals after your bills and budgets are taken into consideration

Net worth

• Provides a graphical overview of your asset and debt breakdown
• Ability to add custom asset and debt items (e.g. house, car, non-aggregated loans)

Get Started Now

• Simply log in to Online Banking!
• If you are not signed up for Online Banking, click here to sign up
• If you prefer, call us at 877-647-5050 to sign up for Online Banking
• Visit any MNB banking center
• Schedule a meeting