What is My Money Manager?

My Money Manager is a tool within Valley online banking that allows you to connect and manage all of your financial accounts in one place.

 

Quickly and securely connect all your financial accounts from any financial institution to review your net worth, cashflow, set goals, start budgeting and more. Nearly any financial account can be linked: checking and savings accounts, investments, credit cards, mortgages, auto loans and other lines of credit. 

    

Sign into online banking to get started:   

   
   



   

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How it works

When you log in, you'll be able to see all of the accounts you have with Valley. Link all of your other financial accounts and start budgeting in 3 easy steps.



   




  
 

   

Step 1: Link all of your accounts

To add an account, click the "Add an Account" button in the upper right corner.

    

   

Step 2: Select your financial institutions and sign in

If you don't find your institutions in the list, use the search feature to find them. 

   
   

  

Step 3: Set up a budget and notifications

From the budget tab, create your own budget, or select "Auto-generate Budget" and we'll categorize your spending for you. 

Set up notifications to keep yourself up to date on important things happening in your accounts, such as upcoming payments and low balances. Click the gear icon at the top right of the page to open your notification settings.

   
   
  
   

Learn more in the FAQ

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Privacy and Security

My Money Manger keeps your data secure by rigorously adhering to the
industry standards. These include:



  
   
 

Data Encryption

Your sensitive data is encrypted from end-to-end using the Transport Security Layer (TLS 1.2) and the Advanced security Standard (AES-256)

 

   
 

Secure account connection

My money Manager provides a secure connection for you to safely link your external financial accounts.

 

   
 

Proactive monitoring

My Money Manager deploys several vulnerability and risk detection mechanisms including, but not limited to, continuous security vulnerability scans, compliance, security audits and external penetration tests.

 

   
 

Online banking integration

We've integrated My Money Manager into online banking to wrap it in an additional layer of information security. 

 

  
   

Learn more about My Money Managers security policies

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Need help with My Money Manager?

Watch our video tutorials below:



 



 

FAQs


 
  • What can I do within My Money Manager?

    There’s a lot that our new tool has to offer!

                 

    Below are just some of the ways you can stay on top of your finances:

    • Automatically track your spending across major categories.

    • Generate budgets based on your spending and saving habits.

    • Monitor trends and your net worth over time.

    • Set goals and more.

  • How do I connect my various financial institutions?

    After clicking Add an Account, you will enter in your username and password for each financial institution you’d like to connect. Accounts may take a few minutes to successfully appear. Valley will not ask you for your account number or routing number to connect to accounts.

  • How can I find help within My Money Manager?

    You can easily access a wide variety of FAQs by navigating to the question mark (?) icon in the upper right corner of your dashboard. If you can’t find what you’re looking for in the information available, we recommend sending a support request via the “Request Support” button, and someone will get back to you, generally within 24 hours.

  • What’s the difference between hiding, closing, and deleting an account?

    In My Money Manager, hiding an account will hide that account from your dashboard view and totals. You can unhide the account when you wish.

     

    Marking an account as closed will update the account to reflect a $0.00 balance in your Money Manager dashboard. Be aware that this action can’t be undone, but you will still have access to viewing that account’s transaction history.

       

    If you’d like to delete an account from your dashboard, you will need to request support via the “Request Support” button. A My Money Manager support agent will delete the account from your dashboard view. You can always re-add the account by connecting that account via your login credentials once again. 

  • Will updates that I make My Money Manager impact my connected financial institutions?

    Should you decide to mark an account as hidden, closed, or request deletion, you will only be updating what’s visible in your personal dashboard. These updates will not impact your actual accounts across various banks.

        

    My Money Manager creates a single view of your accounts across various banks to help you manage your money more easily.

  • Is my financial data safe with Valley?

    Yes, your data is secure with us. We do not sell customer data nor do we share it with external parties. Have peace of mind knowing that your connected accounts sit behind Valley’s security and privacy measures.

   
   
   
   
 

Download our mobile banking app today

    

It takes just a few taps to download the Valley Mobile Banking App. Just download our app from the app store on your mobile device and use your same Personal Online Banking ID and Password to log-in.

VNB iOS App on Apple App Store
 
  
VNB Android App on Google Play