Personal Financial Management
Track Spending. Create Budgets.
With our free online and mobile financial tools, you can create a personalized budget, track your spending, income and more. Plus, you can securely connect other bank and credit card accounts for the full picture of your finances and debt management.
Easy to Use
- Categorize checks and debit card transactions
- Identify spending trends
- Visually track monthly and yearly spending
- Build a budget based on real spending
- Manage debt with visual paydown plan
- Connect other accounts to get full picture
- Get a free credit score and a personal action plan
Get Started
- Sign in or enroll in Online or Mobile Banking
- Look for Financial Tools above your account information
- To link accounts, click on the “Link Account” button
- To categorize, go to account information and click on a transaction
Frequently Asked Questions
What types of accounts can I add to my Financial Management Tool?
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.
How can I monitor my spending with my Financial Management Tool?
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.
How can I create a budget?
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.
Is there a fee to use my Financial Management Tool?
There are no fees associated with utilizing the Financial Management Tool.
How can I access my 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.
