Better Understand Your Finances With Our Free Money Management Tool


Money Management is our new free personal financial management tool available within Elevations online banking and the Elevations mobile app.

Use this tool to better understand your finances. See all of your accounts (including those from other financial institutions) in one place, view the relative health of your budgets with easy-to-understand graphics, and keep track of spending with auto-categorized transactions.

Money Management Features:

  • Debt payoff forecasting
  • Goals can include debt payoff, savings, and retirement
  • Cash flow calendar
  • Auto-categorization of transactions
  • Text and email alerts
  • Detailed net worth analysis and tracking

Money Management replaced FinanceWorks on March 20, 2018.

If you used FinanceWorks in the past, here’s what you need to know:

  • We’ll migrate 18 months of transaction history to the new Money Management tool.
  • For security reasons, we are not migrating account login credentials from your non-Elevations accounts
  • When first using the Money Management tool, you will be prompted that new log-in credentials are needed for these outside accounts.
  • Transaction categories will automatically reclassify with an expanded list of categories.
  • Budgets, Alerts & Goals will not be migrated, however, you will be able to easily reestablish these.

Money Management FAQs:

How do I link to external accounts?

How do I review transaction activity?

How do I set up a budget?

What if I need help?


Have Questions? Call Us

Our contact center hours are:
Mon to Fri – 7 a.m. to 8 p.m.
Sat – 8 a.m. to 1 p.m.

Toll Free Nationwide: 800.429.7626
Denver Metro: 303.443.4672
Northern CO: 970.667.8585

Our Branch Hours Are:
Mon to Fri - 8:30 a.m. – 5:30 p.m.
Sat - 9:00 a.m. – 12:00 p.m.
(NOTE: Our Boulder UMC Branch is closed on Saturdays)

Find a Branch
Elevations Routing Number:

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