Coast Money Manager 4+
California Coast Credit Union
Designed for iPad
-
- Free
Screenshots
Description
A free, automatic personal money manager for members of California Coast Credit Union
Coast Money Manager is a powerful personal money management tool that combines all your account data from all your financial institutions – all in one place. Coast Money Manager’s award-winning design makes managing money easy and helps you visualize your finances in a way that is meaningful to you!
Features:
• View balances and see all your financial accounts in one place (checking, savings, credit cards, loans, investments, 401k’s and more!)
• Track spending and have your transactions automatically categorized
• View insightful budget reports & visualizations
• Track your financial net worth
• Sign in using fingerprint authentication
• Use settings to add an app lock passcode for additional security
Don’t have a California Coast Credit Union account yet?
Visit calcoastcu.org today.
Coast Money Manager requires members to be enrolled in Cal Coast Online Banking. Mobile phone carrier charges may apply for internet access. Contact your mobile phone provider for information regarding those charges.
Federally insured by NCUA
What’s New
Version 8.3.0
Minor enhancements and bug fixes
Ratings and Reviews
Newest update not good
I’ve been waiting for an update to this app for a long time since it’s always been pretty glitchy. But the update that got pushed through last month has unfortunately made the app worse. Everyone I log in I have to manually hit the “sync” button (instead of it automatically syncing like before), and it typically takes 3-5 minutes to sync. Which is waaaay too long. The previous version took about 30 seconds. It’s also crashing more now. I’ve used this app for many years and I give it a lot of grace since Cal Coast is a smaller credit union and I’m just happy to have this app. But it unfortunately has gotten worse.
External Transfers
I have a few external transfers between CalCoast and another institution I wish I could manage from this app. I have to go to another room upstairs and login to my dinosaur laptop to take care of some business with my CalCoast account. Otherwise I love the app.
Unusable
Downloaded to avoid linking my bank account to a third party budget app but this one is useless. The app closed itself twice in the first five minutes I played with it and each time I reopened the app wouldn’t load, forcing me to close and reopen again.
The budgeting feature is not helpful and barely editable. The app attempts to set auto budgets based on past spending but is horrible at recognizing transaction types. Manually changing transaction types is not user friendly either.
I added a ‘cash’ section to track a portion of my budget that I always use cash for but it’s unclear how I would tell the app what I’ve spent for this category. Also, the use of a spinning dial for monetary amounts vs just typing them in is silly.
App Privacy
The developer, California Coast Credit Union, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- California Coast Credit Union
- Size
- 89.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © California Coast Credit Union
- Price
- Free