MB PERSONAL FINANCE

Take control with the digital money management tool right at your fingertips in online & mobile banking.

Watch a brief overview of what you can do with MB Personal Finance.

MB Personal Finance Capabilities

Account Aggregation
Aggregate your account balances and transactions from various institutions into one place for a complete financial picture. MB Personal Finance aggregates accounts from 10,000+ financial institutions.

Expense Tracking
Get powerful insights on where, when, and how you spend. MB Personal Finance automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going.

Budgets
Visualize and interact with your budgets in a more useful way. Since not all budgets are created equal, using circles or “bubbles” to represent budgets lets you quickly identify those that need the most attention.

Security
Manage your money with confidentiality, integrity, and security. MB Personal Finance integrates with your online and mobile banking, protecting your sensitive information with the highest of security standards.

Want to Learn More?

Getting Started With Accounts
Get Started with Accounts
Alert Settings
Alert Settings
Managing Transactions
Manage Transactions
Understanding Your Spending
Understand Your Spending
Setting Goals
Set Goals
Setting Up Budgets
Set Up Budgets
Manage Your Cashflow
Manage Cash Flow
Trends Overview
Spending Trends Overview
Eliminating Debt
Eliminate Debt
Understanding Net Worth
Understand Net Worth
Financial Aggregation
Financial Aggregation

SWITCH TO MARBLEHEAD BANK TODAY.

We’ve been helping our neighbors succeed since 1871. Switch today and experience true local banking.