Money Management

State Bank and Trust Co client walking downtown using the mobile app to manage their finances

See your finances in one place with Money Management, available through Online and Mobile Banking. Connect accounts, monitor spending, set goals, and gain a clearer picture of your financial life all from a single dashboard.

Enroll in Digital Banking

Money Management Features

View All Your Accounts Together
Connect checking, savings, credit cards, loans, investments, and other eligible accounts, even those held at other financial institutions, for a more complete view of your finances.
Monitor Spending
Track spending patterns with automatically categorized transactions that help you understand where your money is going.
Create Budgets and Alerts
Set personalized budgets and receive notifications to help you stay on track with your financial goals.
Visualize Your Financial Picture
View charts, cash flow trends, account balances, and net worth snapshot in an easy-to-understand format.
Plan for the Future
Set savings goals, monitor progress, and track milestones as you work toward short- and long-term financial objectives.
Access Money Management
Money Management is built into Online and Mobile Banking, making it easy to access your financial information and track progress anytime, anywhere.