MoneyMap™

MoneyMap™

Getting started with MoneyMap™

We have a vision of banking the way it should be — easy, helpful, and secure. Our hope is that our software will help you to better understand and manage your finances, so you can spend less time worrying about money and more time enjoying the security and comfort it affords you.

You can access MoneyMap™ right in the Shoreline Online Banking portal.

Watch the quick clip below for 4 easy steps to get started!

Accounts Overview

You can use the Accounts tool to monitor financial activity across all of your accounts in one place, simplifying the way you track your finances. Accounts can be linked from most financial institutions. New users can click the “Add Account” button to add a new account.

In the Accounts tab, you can see all your accounts together. On the left, you’ll see a column with different account types, including checking, savings, and credit cards. Under each type is a total balance that includes all accounts of that type. On the right is a list of every account you’ve added — grouped by type — along with balances for each.

  • Click an account type on the left column to show accounts of the corresponding type on the right.
  • If you haven’t added any accounts of a particular type, clicking on that type will prompt you to add a new account.

Watch the quick clip below for an overview of how the Accounts Tool can help you!

Budget Overview

Budgets can help you set realistic monthly spending limits and avoid exceeding those limits. The Budgets tool draws your eye to the areas that need your attention the most: big bubbles represent a larger portion of your monthly budget, and red bubbles have exceeded their monthly allowance.

When you first use Budgets, you have two options:

  • Click “Auto-Generate Budgets” to let the software budget for you, or;
  • Click “No thanks. I’ll start from scratch” to create your own budgets.

To learn more about the Budgets tool, watch the quick clip below.