NB Money Management

Streamline your finances with this helpful tool and resource. With all your accounts and transactions in a single view, regardless of which institutions they’re with, you can budget, set spending and savings goals, and control your personal finances in an entirely new way.

All our personal checking clients can access NB Money Management within both NB Mobile and Online Banking. Take control of your finances today.

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Benefits & Features

Account Aggregation 

Link all your accounts together, including those outside Needham Bank, for a complete overview of your finances.

Spending Analysis & Customized Alerts 

Track your net worth and cash flow over time to get a better idea of how you’re using your money. All your transactions are categorized so your spending habits are easy to understand.

Debt Management

With seamless integration into other accounts at outside institutions like credit cards and student loans, all of the information you need is right at your fingertips.

Set Budget & Goals 

Achieve your financial goals easily. It’s never been easier to create and track your saving and spending goals.

Customized Alerts & Notifications 

Set custom alerts to notify you immediately in any scenario.

Money Management Highlights

  • Create a budget
  • Set goals
  • Categorize transactions
  • Track savings and spending
  • Monitor borrowing
  • Project cash flow
  • Track net worth
  • Set-up notifications and alerts
  • Track activity for all of your Needham Bank and other external accounts including investment accounts and credit cards

Serving Our Clients

The Best Time to Save Money on Products and Services

From cars to appliances, Needham Bank can help you discover the best time to purchase your next grill, mattress, TV and more. See when you can save, today.

Learn more about The Best Time to Save Money on Products and Services


What is the process for opening an account?

You can open a personal checking, savings or CD account any time online. Or, you can stop by your nearest Needham Bank branch and one of our customer service representatives will be able to assist you in opening a new account. Make sure to have two forms of identification, your social security or Tax ID number, and your initial deposit.

Does Needham Bank have an App?

Yes, Needham Bank offers two apps – one for consumer online banking and one for business online banking. Please search “Needham Bank” from within the iTunes or Google Play app stores.

Are my deposit accounts insured?

Yes. We provide both FDIC and SIF insurance on your deposits. In general, the Federal Deposit Insurance Corporation (FDIC) insures the first $250,000 of deposits, the Share Insurance Fund (SIF) insures all deposits above that amount. For more a more detailed understanding of FDIC insurance please contact one of our banking representatives.

What products can I apply for online?

Personal Checking, Savings, Money Market, CD Accounts, Consumer and Residential Loans are available to open online. At this time, no business accounts or Individual Retirement Accounts (IRAs) can be opened online.

Knowledge Center

Getting Financially Ready to Live on Your Own

Living on your own can be exciting and expensive. Learn how to financially ready yourself for this next step through budgeting, from Needham Bank.

Learn more about Getting Financially Ready to Live on Your Own

Streamline your finances with NB Money Management, a useful and helpful tool for budgeting, goal-setting, and more. Gain access to these useful tools today with an NB Checking account.

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