Personal Financial Management Tools

Don’t know where your money’s going?

Stop guessing with our online Personal Financial Management tools.

Get the big picture on what you’re spending, your account activity, and a whole lot more with a few simple keystrokes:

  • See your transactions automatically categorized and graphically displayed
  • Create and manage your budgets based on your spending habits
  • Link your accounts at other financial institutions, and have your account information displayed within online banking, including investments, credit cards and even reward programs.
  • Add assets and liabilities (e.g. car, home, or even money under your mattress) to your account Get a more complete picture of your finances with the handy summary page
  • Create account groups so you can easily view your spending and transactions on related accounts together