New Money Management in Dort Online Banking

On Tuesday, March 20 our FinanceWorks program is going to be replaced by a new program called Money Management. Money Management takes the basics of FinanceWorks and improves on them and adds some new features of its own.

New features in Money Management:

• Improved auto-categorization
• Debt payoff forecasting
• Cash Flow calendar
• Detailed Net Worth analysis
• Expanded goals

If you’re an existing FinanceWorks user, here’s what you can expect:

• 18 months of transaction history for all of your accounts will be automatically transferred to Money Management
• All of your outside accounts will be transferred, but for security reasons you will have to re-login to them the first time you use Money Management
• Transaction categories, budgets, alerts and goals will not be transferred over, but all can be easily setup again in Money Management.