Personal Finance Manager
Budget to Reach Your Goals
Now you can get a complete picture of your finances by bringing the information from all your accounts into our easy-to-use Personal Finance Manager.
Our powerful software allows you to collect your account data from other financial institutions, credit cards, investment accounts, mortgage, and insurance accounts into one place. Then, with all your information at your fingertips, our tools help you analyze your spending, track your investment portfolios, reach savings goals, and take control of your finances.
Features & Benefits
Our Personal Finance Manager lets you:
Monitor Accounts. Pull your credit cards, investment accounts, mortgage, and insurance accounts into one tool.
Budget. Build a budget in minutes and automatically track spending for each category. Easily analyze your expense, income and cash flow with customized charts and graphs.
Set Goals. Get customized spending alerts when you are approaching the spending limits in budget categories. Our tool is designed to help you make the most informed decisions about your investments. Start tracking your progress toward your financial goals today!
Get started by logging into Personal Online Banking and select Budget form the home screen. Once enrolled, simply select Add Accounts to get started.
To categorize a transaction, simply click on the word ‘Uncategorized’ by that transaction and select the Category that applies. To customize your own categories, select ‘Add/edit Your Categories’.