The MERIX Financial Money Manager is a dynamic tool designed to enhance financial management for both homeowners and brokers. This calculator is built to help homeowners during their home buying or mortgage application process, and throughout the lifecycle of their mortgage journey with MERIX.

The tool is designed not just for monitoring mortgage payments, but also provides a comprehensive overview of financial activity month-over-month.
Key features include:

  • Customizable expense management
  • Real-time expense charting
  • Create and export PDF summaries

THE MERIX Money Manager calculator allows users the ability to send a copy of their financial summaries to their mortgage broker, if they choose, allowing brokers to continue to help in partnership with MERIX Financial!

My Money

Select a Month

Please create a new month or open an existing file to begin.

TOTAL: $0.00

Send to Broker

Month-over-Month Comparison

At least two months of data are required for month-over-month comparisons.