MoneyDesktop
Keep your money in check.

MoneyDesktop is an online money management tool, integrated into our Online Account Access, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way. Want to get started with MoneyDesktop? Simply login to your Heritage South Online Account Access and click the "My Finance" tab at the top. It is free to all members with Online Account Access!

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BUBBLE BUDGETS
Tell your money to shape up.

MoneyDesktop delivers a better way to budget. Visualize and interact with your budgets in a more meaningful way - using bubbles! Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention. 

At a glance, you will be able to determine a budget’s:

  • State/Status (color)
    • over, under, or near budget
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets
 




EXPENSE TRACKING
Tell your money to make up its mind.

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend. 

MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MoneyDesktop reinforces the parent - child relationship of categories, giving you in-depth insights into your spending habits.

 


DEBT MANAGEMENT

Take control of your financial future.

MoneyDesktop allows you to create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being. 

The software allows you to quickly see which debts are being paid down and for how long. 

At some point in our lives, most of us have borrowed beyond our means. If you're in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good. 
 



NET WORTH
Get the BIG picture.

The Net Worth app displays data that can be immediately actionable and motivating.  For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. 

The new Net Worth app shows you a contextually accurate data visualization of your assets vs. liabilities.

Quickly determine if you are moving in the right direction - and to what degree. Even the smallest changes are easy to see and place in context. 



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