Budgeting with My Money Manager

Learn how to manage your finances by establishing custom budget limits for specific categories.

Elizabeth Hughes
10 steps
60 seconds

Ucbi

Navigate to <https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/dashboard> and log in to your online banking account.

On your homepage, your My Money Manager section will default to show your **Spending** overview. Click the three dots to choose another financial tool.

Select **Budget**.

A budget helps you manage your money based on how much you earn and spend. With our budgeting tool, you can eliminate guess work, easily put together an accurate budget, and get a quick, easy-to-read overview of your progress.

A green bubble indicates you are well within your budget, yellow is near budget, and red is over budget.

You can also track your budgets with the progress meter that is around the outside of each bubble. The size of the bubble indicates the size of the budget. These visuals help pinpoint areas of your budget that need the most attention. Click on a bubble to edit allowances, add subcategories, or view transaction details.

To include spending from more than one of your accounts in your budget, click the filter icon, select the accounts you'd like to include, and click **Filter**. *If you have multiple United Community accounts or have linked external accounts, they will appear here.*

To add a new budget item, click the **+** button.

Select a budget category you'd like to add. For this example, we'll add **Personal Care.**

Enter your desired budget amount.

Click the **Save** button.

Your new Personal Care budget has now been added to the budget visual. *With this tool at your fingertips, you can monitor your spending and keep it within healthy limits.*