Overview

What is Mariner360 and why should I use it?

Mariner360 provides the tools to help you manage and track all of your finances easily and conveniently. It will help you create a budget, identify where your money goes each month, set spending targets, and identify ways to cut back on spending while saving more. It will also help you to track your bills, cash flow and personal goals. Best of all, it allows you to do all of this without manually adding transactions, thanks to easy-to-use account aggregation.

This solution is secure, safe and easy. Best of all, it's 100% free. You have nothing to lose, only savings to gain.

Check out the highlights of Mariner360 by viewing our "Overview" video to the right.


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Tagging

Tags are one-word descriptions of your transactions used to help you track your spending.  Mariner360 will automatically tag some of your transactions for you.  However, you are welcome and encouraged to edit them.  To edit your tags, simply view the video or follow these quick and easy steps below.

  1. On the left side of your “Dashboard”, under “My Accounts”, click on the account to tag the transactions within the account.
  2. On your list of transactions, locate the specific transaction you wish to edit.  Simply click “edit”, located to the left of the transaction description.
  3. On the drop down form, simply key in the name of your tag, in the “Tags” textbox, or choose a tag from the list of suggested tags.
  4. To use this tag for all similar transactions, check “Use for all similar transactions”, located under the “Title” text box.
  5. Click “Save Changes”.

Mariner360 will also allow you to split tags.  A Split tag allows you to tag a transaction to multiple categories.  To split your tags, simply view the video or follow these quick and easy steps below.

  1. On the left side of your “Dashboard”, under “My Accounts”, click on the account to tag the transactions within the account.
  2. On your list of transactions, locate the specific transaction you wish to edit.  Simply click “edit”, located to the left of the transaction description.
  3. At the bottom of the drop down form, click “Advanced”.  Simply key in the name of your tags, in the “One Time Tags” textbox and the totals that pertain to these tags.
  4. Click "Save Changes".