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Start making smart financial decisions today


Money Manager is Coast Capital’s free, personal financial management tool that gives you the control to make smart, informed decisions with your money.

Learn about your spending habits, set budgets, track your progress towards your goals and pay down your debt more effectively.

Already a member? Start using Money Manager today

Learn how


Not a member? Open an account in  5 minutes

Sign up

Get the most out of Money Manager

All your accounts in one place
Consolidate all your account information in one place, even from other financial institutions, to ensure you’re seeing the full picture.
Financial basics made easy

Start with a built-in budget based on previous spending. Track where your money is going and get a forecast of your upcoming expenses.

Features to help you grow
We’ll show you how to pay down your debt, track your savings and make sure you’re on the right path to improving your net worth over time.

Check out our how-to guides on how to budget, save and pay down debt with Money Manager. 

Learn more


Members get free access to all Money Manager features

Budgets Budgets

Manage monthly spending through easy-to-use bubble budgets that visually show progress by category.

Spending Spending
Analyze spending with an easy-to-understand, interactive categorized pie chart to see where exactly your money goes.
Trends Trends

Analyze spending trends for short and long-term periods to identify patterns and savings opportunities.

Debts Debts

Use popular debt payoff strategies and outline a payment plan to save money and reduce the time to pay off debts.

Goals Goals
Whether it’s savings, debt repayment, retirement or vacation, set goals and see what it will take to reach them.
Net Worth Net Worth
See the month-over-month changes in gains and losses that contribute to your overall net worth.

And there’s still more


Check out our Support page to learn about the other features and how to use them.

Protecting your data is top priority


Everything is encrypted

We use state-of-the-art data encryption when handling your information.

Top digital banking security

We offer the best security currently available for an online banking site including two-factor protection.

Protecting your data is top priority


Everything is encrypted

We use state-of-the-art data encryption when handling your information.

Top digital banking security

We offer the best security currently available for an online banking site including two-factor protection.



Start using Money Manager today

Step 1

Sign in to digital banking through a computer or our mobile app.

Sign in
Step 2
From the menu, click Money Tools, then Money Manager.
Step 3
Don’t have Money Manager enabled? Just click Turn on Money Manager.

Haven’t signed up for digital banking?

Get started

Not a member?  Open an account in  5 minutes

Apply online


Get the most out of Money Manager

Have more questions?

Check out Money Manager tutorials, manuals and common questions on our support page.

Learn more
Find a branch

* By enabling the Take Charge Money Manager, you may choose to allow the Take Charge Money Manager to use financial information from your accounts with other financial institutions. For full Terms and Conditions of the Take Charge Money Manager, click here.

Everything you need. All in one spot.

Keeping track of your finances shouldn't be as painful as cutting onions. With the Take Charge Money Manager, you can add all your accounts from Coast Capital Savings and other financial institutions* to make it your banking one-stop-shop. That means you can kiss your budgeting spreadsheets and beloved calculator goodbye.

You can access it in Online Banking anywhere, anytime.

The Take Charge Money Manager is available within Coast Online® and Coast Mobile® Banking, so you can access your account and spending data wherever and whenever is convenient to you. So if you like to do your banking during your nightly bubble bath, more power to you. Just don't drop your phone.
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