How do I turn on the Budgeting Tools in Online Banking?
Get a consolidated view of all your accounts balances and spending habits.
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The personal money management and budget tools in Online Banking feature five interactive widgets that display different information about your accounts.
The first of these is the Spending widget. This tool provides an easy-to-understand model of your spending habits and helps you see and better understand how you spend your money and take control of your monthly cash flow. Identify problem areas and learn important skills to make sure you’re getting the most out of your hard-earned money.
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The Budget widget reveals practical and easy-to-understand graphics that help you see exactly how you spend your money and how you can save or invest more. A solid budget can be the key to better financial health.
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Get a full understanding of your spending patterns. The Trends tool makes it easy to follow your spending patterns over 3, 6, 9, or 12 months. Gain valuable insights about how and when you spend your money and develop a plan for future spending.
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See all your income and expenses on a given day, including future predictions. Know ahead of time if you'll be able to afford that big purchase and keep track of your recurring bills and deposits to see how they affect your financial future.
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Visualize your net worth over time. You can analyze monthly transactions to maximize your bottom line and learn how understanding your net worth can impact your overall financial picture.
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See all of your debts in one place and make a plan to pay them down. With the Debts tool, add your debt information and it automatically calculates your fastest debt-free date and payment plan.