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Money Manager Support

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Everything you need to know about Money Manager


See below for a library of Money Manager support content, including video tutorials and guides, so you can get the most out of this valuable tool.

Get started

It’s available to Coast Capital members right in Coast Online® Banking and the Coast Mobile® Banking app and is free to use. Don’t have Money Manager turned on yet?

Learn how

How-to guides

No matter what your financial situation is, Money Manager can help you optimize your finances so you’re making smarter financial decisions.  Check out the guides below for tailored tips and video tutorials that will turn you into a Money Manager pro in no time.

Video tutorials & manuals

We’ve got you covered. Let us walk you through each Money Manager feature with a video or read on your own time with our detailed manuals.

Full Money Manager manuals can be referenced here:

Download manual


Getting started

This tutorial will walk you through the three recommended steps to take when you start using Money Manager.

Accounts

Learn how to link your accounts at other financial institutions to Money Manager to get a full picture of your finances.

Download manual

Transactions

Learn how to review and categorize transactions. It’s a foundational feature that will help inform your budget.

Download manual

Spending

In this tutorial you’ll learn how to use the spending wheel to analyze your spending and see where your money’s really going.

Budgets
Learn how to auto-generate a budget based on your previous spending, and how to fine-tune it as you go.
Download manual

Net Worth

This tutorial will walk you through the Net Worth feature and show you how to track your net worth over time.

Download manual

Debts

This tutorial will show you how to create a debt repayment plan based on different strategies and help you visualize when you will be debt-free.

Download manual

Trends

Learn how to use the Trends feature to analyze your financial situation and see where you might be able to change your behaviour to free up some cash.

Download manual

Cash Flow

In this tutorial, we’ll show you how the Cash Flow feature can help you analyze past spending and predict future expenses.

Download manual

Goals

This tutorial will walk you through how to create a goal in Money Manager, be it a savings goal, retirement or that vacation you can’t wait to take.

Download manual
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Take Charge Money Manager features

Get a snapshot of your saving, spending and budget in one convenient place.


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Track your spending

Learn how to set up your favourite transactions to make banking even easier.

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Create a budget

Learn how to set up, view and manage your budgets through our Take Charge Money Manager tool.



sQjgQGkijdw
Take Charge Money Manager features

Get a snapshot of your saving, spending and budget in one convenient place.


uXvaUxDKy8M
Track your spending

Learn how to set up your favourite transactions to make banking even easier.

iLIOoBGoxOA
Create a budget

Learn how to set up, view and manage your budgets through our Take Charge Money Manager tool.



FAQs

Who does Coast Capital work with to bring Money Manager to members?

We’ve partnered with MX Technologies, an industry-leading personal financial management provider based in the United States, to offer a cutting-edge solution and digital experience that will give you the benefit of accessing these tools directly within Coast Online Banking and the Coast Mobile Banking app.

Is my financial information secure?

Yes. Steps have been taken to assess and ensure that the highest level of security and privacy of your information has been met. Coast Capital Savings reviews the security safeguards of Third Parties to ensure they employ equivalent or better security to protect sensitive Member data. As your financial information is transferred to the Third-Party, MX Technologies, this transfer of information adheres to recognized best practices in authentication, authorization, and masking of sensitive data.

How is Money Manager different from other personal financial management tools?

Many other personal financial management tools require you to use a separate app, and in some cases pay a monthly subscription fee. Money Manager is available right in the Coast Capital app you already use, can integrate with your accounts at other financial institutions and is free to use. It’s a win-win!


How do I access Money Manager? What are the recommended browsers?

You can access Money Manager by logging in to digital banking through Coast Online Banking or the Coast Mobile Banking app and clicking on Money Tools, then Money Manager from the menu. If you don’t have Money Manager turned on yet, just click the Turn on Money Manager button.
You’ll get the best Money Manager experience using Google Chrome, Firefox or Microsoft Edge. Members may experience issues accessing Money Manager using Internet Explorer 11 (IE11).


Why am I being asked for a “Token” when adding an external account?

This means your external financial institution has two-factor authenticated enabled. Check your email or texts for a verification code from your other financial institution.

How can I hide Coast Capital accounts from Money Manager?

If you have accounts you don’t want to show in Money Manager (like a joint account with a child, for example), you can hide the account. This will stop information or transactions from the account from factoring in to other tabs in Money Manager. The data related to it won’t be deleted, and can easily be unhidden in the future.
  1. Bring up the Account Details window of the account to hide
  2. Tap the ••• icon and select Hide Account from the dropdown menu. A warning message will appear asking them to confirm they'd like to hide the account
  3. Tap Hide to confirm
Hidden accounts will still be visible at the bottom of the accounts list in the Accounts tab. Their icons will be greyed out and marked as Hidden.

Why doesn’t my Coast Capital LOC/HELOC/BLOC/ODP show in Debts or Net Worth?

At Coast Capital, we attach these products to a chequing account, so Money Manager is mistaking them for assets. We are investigating a solution. In the meantime, please manually add these to your calculations.


Why isn’t my external account linking?

If you’re sure your credentials are correct, also double check that you’re attempting to link the correct company as some may have multiple names in the list. If you’re still encountering issues, please contact us.

We’ve partnered with MX Technologies, an industry-leading personal financial management provider based in the United States, to offer a cutting-edge solution and digital experience that will give you the benefit of accessing these tools directly within Coast Online Banking and the Coast Mobile Banking app.
Yes. Steps have been taken to assess and ensure that the highest level of security and privacy of your information has been met. Coast Capital Savings reviews the security safeguards of Third Parties to ensure they employ equivalent or better security to protect sensitive Member data. As your financial information is transferred to the Third-Party, MX Technologies, this transfer of information adheres to recognized best practices in authentication, authorization, and masking of sensitive data.
Many other personal financial management tools require you to use a separate app, and in some cases pay a monthly subscription fee. Money Manager is available right in the Coast Capital app you already use, can integrate with your accounts at other financial institutions and is free to use. It’s a win-win!
You can access Money Manager by logging in to digital banking through Coast Online Banking or the Coast Mobile Banking app and clicking on Money Tools, then Money Manager from the menu. If you don’t have Money Manager turned on yet, just click the Turn on Money Manager button.
You’ll get the best Money Manager experience using Google Chrome, Firefox or Microsoft Edge. Members may experience issues accessing Money Manager using Internet Explorer 11 (IE11).
This means your external financial institution has two-factor authenticated enabled. Check your email or texts for a verification code from your other financial institution.
If you have accounts you don’t want to show in Money Manager (like a joint account with a child, for example), you can hide the account. This will stop information or transactions from the account from factoring in to other tabs in Money Manager. The data related to it won’t be deleted, and can easily be unhidden in the future.
  1. Bring up the Account Details window of the account to hide
  2. Tap the ••• icon and select Hide Account from the dropdown menu. A warning message will appear asking them to confirm they'd like to hide the account
  3. Tap Hide to confirm
Hidden accounts will still be visible at the bottom of the accounts list in the Accounts tab. Their icons will be greyed out and marked as Hidden.
At Coast Capital, we attach these products to a chequing account, so Money Manager is mistaking them for assets. We are investigating a solution. In the meantime, please manually add these to your calculations.
If you’re sure your credentials are correct, also double check that you’re attempting to link the correct company as some may have multiple names in the list. If you’re still encountering issues, please contact us.

The CRA aims to process your direct deposit enrolment or information updates in one or two business days. Given the current environment, you may experience longer than usual processing times once your financial institution has sent your information to the CRA.


If you are fully registered for CRA’s My Account, you can verify your direct deposit information through this online self-service portal.

You can verify that the payment has been received by checking your balance on the account you used to sign up for direct deposit. Your payment amount will be deposited directly into the account.

You can also confirm that the payment was sent by the CRA by logging into CRA’s My Account.

The CRA will never send you an email, text or Interac e-transfer to a link asking for your personal information to receive your benefit payment or refund. These are scams and taxpayers should never respond to these fraudulent communications or click on any of the links provided. If you submit multiple requests to update your direct deposit information, the most recent enrolment you complete will become the account on file with the Canada Revenue Agency. Direct deposits will only be made into one account, at one financial institution.

You only need to enrol once. If you submit multiple requests to update your direct deposit information, the most recent enrolment you complete will become the account on file with the CRA. Direct deposits will only be made into one account, at one financial institution.

If for whatever reason you cannot or choose not to use Coast Online Banking, we will have a process available soon for our branches and Contact Centre to record and enter the necessary banking information which will then be automatically sent to CRA on your behalf.

We expect to offer the functionality to register with CRA direct deposit within Coast Online Banking sometime the week of April 6, 2020. We will update messaging on our website to notify members once the service is available.

Please visit the Government of Canada’s website​ for further details of the CERB.

Not at this time. The CRA direct deposit service being offered via online banking is only applicable for personal members for the time being.
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