Coast Money Manager is an automatic personal money management tool exclusively available for California Coast Credit Union members. It consolidates account data from multiple financial institutions, offering a comprehensive overview in one centralized platform. The interface, recognized for its exceptional design, simplifies financial management and provides intuitive visual representations of your financial status.
Key Features:
- View balances and aggregate all financial accounts, including checking, savings, credit cards, loans, investments, and 401k plans.
- Automatically categorize transactions to track spending efficiently.
- Access insightful budget reports and visualizations for better financial planning.
- Monitor your financial net worth over time.
- Enhanced security features such as fingerprint authentication and optional app lock passcode settings.
If you are not yet a member of the California Coast Credit Union, you can sign up at calcoastcu.org to access Coast Money Manager.
Note: Coast Money Manager integration requires enrollment in Cal Coast Online Banking. Standard mobile carrier rates may apply for internet usage. Contact your mobile service provider for detailed information on potential charges.
Federally insured by NCUAOverview
Coast Money Manager is a Freeware software in the category Business developed by California Coast Credit Union.
The latest version of Coast Money Manager is 8.3.0, released on 04/29/2024. It was initially added to our database on 04/29/2024.
Coast Money Manager runs on the following operating systems: iOS.
Users of Coast Money Manager gave it a rating of 3 out of 5 stars.
Screenshots (Click to view larger)
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