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Money Manager FAQ

Personal Banking

How can Money Manager assist with my finances?
With Money Manager, you can:
  • Create personal budgets that can be monitored and easily managed
  • Create custom cash flow calendars that automatically track spending and income
  • Assists with tracking life events; such as saving for a house, car, or a vacation
  • Supports account aggregation from over 17,000 available External Financial institutions allowing you to help track your investments, wealth and debt all in one place
How do I enroll for Money Manager?
Log in to either your Mobile or Online account, select Money Manager from the account menu. You will then be asked to enter a mobile phone number and enroll available account types. Your Univest Bank accounts tied to the username will automatically appear.
How do I get back to my Online Banking Dashboard?
In the Mobile App, click the ‘Close’ icon located on the top left of the screen. When accessing via Desktop, use your web browser back icon to click back to your Online Banking dashboard.
What are External Accounts?
You can link accounts from available Financial institutions (investment accounts, credit cards, other Bank accounts). To link external accounts, you must have a login access through a website.
What types of alerts are available?
  • Account Threshold – when an account balance is under or over a certain dollar amount. Spending Habit alerts are different than specific account alerts.
  • Goal Achieved - Your percentage of the way there for your goal name goal.
  • Goal Achieved and Completed - You've done it! You've achieved your goal
  • High / Low Balance Alert - Your account name account balance has risen above / fallen below the threshold amount. The current balance is a balance.
How do I disable Money Manager alerts?
To disable an alert, go to the Alerts option and click the ‘X’ next to the specific alert you would like to disable.
Is there a fee for using Money Manager?
No, there is no fee for this service.
Why am I unable to set up a Payoff?
Payoff goals can only be established if you have a credit card or loan setup in Money Manager.
Can I create multiple savings goals for one account?
At this time, only one savings goal can be established per account.
Who can I contact for additional questions on Money Manager?
Within Money Manager there is an available Help icon with more information. You may also send a message through chat or contact a member of our Customer Support team at 877.723.5571.
What are the available standard Tags?
  • Clothing
  • Dining out
  • Education
  • Entertainment
  • Fees
  • Groceries
  • Health
  • Home
  • Income
  • Payment
  • Personal
  • Savings
  • Transportation
  • Travel
  • Utilities
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