KYM: Know Your Money

Personal financial money manager and budget planner

Meet KYM.

Your new best friend and personal money manager
With Know Your Money (KYM), you can view and plan your entire financial picture with ease from anywhere! KYM is an easy-to-use, no-cost tool that can be accessed through online banking or our Affinity Mobile app. Whether you’re saving up for your first home, budgeting your monthly expenses or keeping track of your net worth, KYM is there to help you every step of the way!

On the go
Did we mention KYM is available in the palm of your hands? Schedule payments and tag expenses right when they happen through the Affinity Mobile app!

KYM screen on Affinity Mobile

Here's how KYM's features work

Dashboard / Overview
Add all your accounts, including investments, credit cards and even accounts from other financial institutions for a complete view of your entire financial picture.

It’s easy to create budgets with KYM! You can categorize and track spending habits, tag transactions and make sure you’re staying on track.

Cash Flow Calendar
The cash flow calendar brings your budget to life. See how much money you have available day-to-day and make more informed decisions about the best time to schedule bill payments and other expenses.

Customizable Goals
Set, track and reach financial goals and milestones with this intuitive and visual tool. Goals can be anything you’re hoping to achieve, like debt reduction or a big purchase you’ve been saving for. Set deadlines for yourself and KYM will automatically track your progress!

Net worth
The net worth tool automatically adds up your assets and liabilities to calculate your net worth. Watch how it changes as you work to accomplish your financial goals!


Give us a call at 1.866.863.6237 or use the Live Chat feature on our app or website to the help and answers you’re looking for!

Set up KYM