Budget & Spending Analysis Tools
Our Personal Financial Management tools let you easily see all your accounts – even those at other financial institutions – and create budgets, categorize and track spending habits, monitor your net worth, and more!
See The Big Picture
Quickly view all your accounts, loans, credit cards, investment and mortgage balances and transactions in one place, regardless of where you have the accounts. You can add any account you can access online and gain an easy and fast way to watch “the big picture." Then you can track spending, set budgets, calculate your net worth and more, all in one place.
Budgeting Tools
Quickly create a budget and start tagging your transactions to see where and how you spend your money. By seeing how you reach a spending target you can make smarter choices about how you spend.
Transaction Tags
We will automatically pull in your most recent transactions and tag them (i.e., transportation, groceries, clothing). You can customized tags to give you a more accurate view of your budget(s), spending history and overall financial picture.
Cash Flow Calendar
The cash flow calendar brings your budget to life through an interactive calendar. With the calendar, you can see how much money you have available to pay bills and other expenses day by day...allowing you to make informed choices on when to schedule bills and other spending.
Here are some income schedule tips:
- The 'Every other week' option is for one paycheck every two weeks (separated by 14 days). Just choose the day of the week that you get paid.
- The 'Twice a month' option is always fixed on the 1st and 15th of each month.
- If you're paid on off-dates, say the 3rd and the 18th, simply enter two separate 'Once a month' incomes (i.e., one on the 3rd and another on the 18th). This will allow the calendar to display your income correctly.
Goal Tracker
Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.
Net Worth Tool
Build wealth and watch it grow. No need to track your worth manually. This helps you quickly add up all your assets (you can even add your home and vehicles) and debts to show you an up-to-date estimate of your net worth.
Progress Alerts
Set up progress alerts for account balances, goal progress, exceeding spending targets, and more.
Need help?
Contact our Customer Service Center at (262) 549-8500.