Getting Around

Using the BMO Manage My Finances tool

We've made it easy to use by pre-sorting your information into sections. Click through to see where you’re at, and then use our tools to discover how you can meet your financial goals. There are five main components within the tool:

Overview

This snapshot of your finances offers quick access to additional information.

Details

Manage all your eligible BMO transactions on a single screen. You can even categorize specific transactions from your BMO bank accounts, credit cards or lines of credit.

Analysis

See where your money goes with tools to analyze your income and expense patterns, making sense of your money habits.

Planning

Take control of your finances by creating budget and savings goals.

Financial Calendar

Our calendar can help you stay on top of your financial world by tracking your cash flow and showing the upcoming payments or deposits expected to come from your account.

Click on the "Next" button to learn about each component.

Get started

New to the BMO Manage My Finances tool?
It’s free for all personal BMO Online Banking
customers and provides you with great
insights into your finances. You’re just
two steps away from getting started:

1
Log into BMO Online Banking using
your BMO Debit Card or BMO credit card
number and password, the way you
usually do.
2
Then select the “Manage My Finances”
tab.

At any time you can jump back to your
BMO Online Banking session or sign out of
both the BMO Manage My Finances tool
and BMO Online Banking by clicking on
the appropriate buttons.