Get Started With Money Management

Take control of your finances 

We’re making it easier than ever to visualize and interact with your money. With Potomac Bank's Money Management tool, you’ll gain powerful insights on when, where and how you spend. You'll have powerful capabilities at the click or tap of a button.*

With Money Management, you can: 

• See all your accounts in one place (Potomac Bank and others)
• View your spending trends
• Set and manage budgets 
• Visualize your financial goals

Money Management gives you the tools to start simplifying your finances—and so much more.

GET STARTED

To get started, follow these simple steps: 

• LOGIN to Potomac Bank's Online Banking in the top right corner of this website -or- LOGIN to Potomac Bank's Mobile app
• Navigate to Money Management
• Connect your external accounts (Your Potomac Bank accounts will already be listed)

The tools to help you reach your financial goals are right at your fingertips. Start building a brighter financial future today.

For more help, checkout the Online Banking "Help" feature or call the Client Care Center at 1-800-296-8431 during normal business hours.

Also available on Potomac Bank's Mobile App

Use the Money Management tool while on-the-go with Potomac Bank's Mobile App.* 

Download Potomac Bank's Mobile App

* Internet or wireless connection required. Usage fees may apply. Contact your wireless provider for details.