Financial Wellness

Take control of your financial journey. Introducing Financial Insights.

We understand that managing your finances can be stressful, and that's why we provide tools designed to put you in control of your banking. Financial Insights is an exciting tool that makes it easier than ever to monitor your financial health. You can build personal budgets, manage your cash flow, and set goals for the future — all in one intuitive interface. 

 

Spending by Category

See Your Spending on the Dashboard

The dashboard displays your top spending category each month.

  • Click different parts of the wheel to see your spending breakdown
  • Personalize your categories
  • Multiple options to help you stay on track
Set Spending Targets

Set Spending Targets

Gain valuable insights based on your spending habits and use them to build your budget.

  • Navigate to Budgets Progress Tile
  • Click "View Budget, " then "Add Budget"
  • Personalize your spending target and choose the tags you want to include
Track Your Spending

Track Your Cash Flow

See down to the penny how much money you have coming in - and going out - each month. 

  • Navigate to the "cashflow" section
  • Click the plus sign to add income or bills
  • Put in your monthly income and expense amounts to calculate monthly cash flow
Set Savings Goals

Create Savings Goals

Set goals to help you plan ahead - like saving for a vacation or paying off credit card debt. Once that's done your Goal Summary will show you the completion date and the amount you need to save each month.

Add External Accounts
Add Other Accounts
 
Sync accounts from other financial institutions to get a full picture of your finances. 
 

Get Started Guide

 

More Digital Banking Tools

Other digital tools allow you to manage your banking — and your money — in the way that works best for you. We recommend you:

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