Robins Financial is making managing your money easier than ever. Users of financial management tools, like Money Manager, report saving an average of $100 a month by tracking spending and setting financial goals.

  1. Select Products and Services in the left hand menu.
  2. Then select Money Manager.

Money Manager Menu Item

  1. When you first enter Money Manager the Dashboard tab will be the first thing you see.
  2. There are other tabs to select, Budget is the next tab. Here you can create budgets to allow you to stay fiscally on track.
  3. Cashflow is a calendar that shows you when your bills are due, when your deposits come in and balance limits you have created.
  4. Goals allows you to setup specific goals for paying off student debt, retirement or a car loan.
  5. Net Worth tracks your monthly financial worth, here you can add other financial institutions Assets and Debt.
  6. Alerts can be setup to notify you of low balances, payments and much more. These alerts can be sent by text message and/or email.
  7. Selecting Logout closes Money Manager.
  8. Help shows you how to use every feature in Money Manager.
  9. This section gives you the option to add, update and edit financial accounts added to Money Manager.
  10. This section allows you to search, view and track transactions.
  11. These widgets allow you to create budgets, goals and tags.

Money Manager Main Screen

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