Personal Finance Manager
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.
Our Personal Finance Manager lets you:
- Build a budget in minutes
- Automatically track spending for each category
- Get customized spending alerts
- Categorize transactions automatically
- Dashboard: View of your assets and liabilities
- Holdings: Details investment holdings across banks
- Accounts: View all your enrolled accounts
Simply log into online banking to enroll and click "Trends" in the main navigation to get started.