Our online and mobile financial management tools can help you create a private, secure comprehensive financial snapshot, assess your spending patterns, plan a budget and more.
You can link checking and savings accounts, investments, credit cards, loans, or other lines of credit from almost any financial institution. These accounts will automatically update every time you visit the feature in Online Banking.
The color-coded spending wheel makes it easy for you to quickly identify your biggest expenses, as well as dive into the smallest details. Select a piece of the wheel to see how much you spent in each category.
Add your accounts from other institutions to your Financial Management Tool and choose the option to auto generate a budget, based on your past spending. The more complete your spending history, the more accurate and helpful your initial budget will be. Big bubbles represent a larger portion of your monthly budget, and red bubbles have exceeded their monthly allowance. Budgets will calculate your average monthly spending in each category.
There are no fees associated with utilizing the Financial Management Tool.
You must be enrolled in Online Banking or Mobile Banking to access the Financial Tools. When you access your account online, you can link your accounts in the Navigation bar at the top. When accessing your account on the mobile app, Financial Tools can be found in the menu bar along the bottom.