My Money Manager

American Heritage offers an online tool to help you better plan and control your finances: My Money Manager. My Money Manager assists you with all the essentials:

  • Establish a budget
  • Categorize expenses
  • Create savings goals

With My Money Manager, you'll be in control of your finances. Plus, these budgeting tools make preparing your taxes so much easier! If you have questions or need more information, contact your American Heritage representative - we're glad to help.

My Money Manager Tutorials

My Money Manager Overview

My Money Manager - Creating Savings Goals

My Money Manager - Establish a Budget

My Money Manager - Categorizing Expenses