Money Desktop


MoneyDesktop is a secure online Personal Financial Management tool (PFM), seemlessly integrated into 1st Bank Yuma's Online Banking with a "widget" like implementation and functionality which can help you take control of your finances and simplify your life. With account aggregation, bubble budgets, debt management, expense tracking and mobile access through MoneyMobile, these are just a few of the tolls to guide you along your way. Not only will you be able to see all your financial accounts, balances, and transactions in one place - you will be able to visualize and interact with that data in new and meaningful ways - all conveniently and securly within online banking. This product is free as long as you're a 1st Bank Yuma Online Banking customer.

Login to Online Banking to start using the NEW MoneyDesktop today!

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 new version includes an updated data visualization that reflects debt details more accurately - allowing a user 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 updated 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.

Login to Online Banking to start using the NEW MoneyDesktop today!

If you wish to learn more about our free MoneyDesktop service, please contact a Branch Representative.

Money Mobile

Easy access, right from your smartphone.

MoneyDesktop introduces MoneyMobile - A powerful and engaging financial mobile app that will change the way you feel about financial management.

Available on the App Store

It's FREE! Brought to you by 1st Bank Yuma!