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Personal Financial Management

Managing your personal financials in one simple platform

myMoney is a new solution for customers to set and track savings and spending goals, tag purchases and help achieve those goals and monitor net worth, including credit card or investment accounts.

View all your finances at your fingertips! There is no need to sign into all your separate financial accounts (internal and external) and online payment portals, when you access them all in one place, Heritage Bank Digital Banking. myMoney, our Personal Financial Management tool is a free real-time aggregation tool that helps you control your money on one screen with technology you can trust.


Select Accounts

mymoneyAdd internal and external accounts, including your credit cards and investments.

Set Goals


Create a budget to stay on
track and with charts to review your net worth.



Set up and manage custom categories to visualize your spending over time.