No more logging into multiple platforms. View all your transactions and balances on a single dashboard, making it easier to understand your financial status at a glance.

A Comprehensive Financial Overview

  • Link your accounts at external financial institutions to manage your finances all in one place
  • Track your income and expenses seamlessly, and make informed decisions about your spending and savings goals
  • Identify spending patterns, uncover unnecessary expenses, and find opportunities to save

Take control of your money

Creating a budget is a crucial step in managing your finances and ensuring that your money is working for you. Whether you start from scratch or use the auto-generate feature, this tool helps you set a realistic monthly budget by analyzing your income and expenses.

One of the key benefits of this tool is its ability to provide a clear, visual overview of your financial health. You can quickly see how your spending aligns with your budget, helping you stay on track and make informed decisions. Get a real-time understanding of where your money is going, empowering you to make adjustments as needed. This visual insight is essential for maintaining financial discipline and achieving your financial goals.

Categorize and control your expenses

Get a clear view of your spending habits with our Monitor Spending feature. This tool provides real-time insights into where your money is going, categorizing expenses like entertainment, dining out, and bills. By tracking every dollar, you can easily adjust your budget and make smarter financial decisions. Stay on top of your finances with instant expense breakdowns that help you control your spending and ensure your money is used wisely.

Make your path to becoming debt-free clearer and more manageable

Managing debt can be challenging, but our new online banking tool makes it easier than ever to take control and create a plan to pay it off effectively. By pulling all your debts into one convenient place, you gain a clear, comprehensive view of what you owe and can strategize your repayment with confidence.

Choose the repayment strategy that works best for you. Whether you prefer to tackle the highest interest rates first to save on overall interest or focus on paying off the smallest balances first to build momentum, our tool supports your preferred method.

Frequently Asked Questions

What if a financial institution that I'm trying to link isn't in the search options?

If your financial institution doesn’t come up in the search, they haven’t agreed to share information with this tool. You can add the account manually and will want to update your balances periodically. This allows you to still include various assets or liabilities so your net worth and debt tools are accurate.

When I link an account does the system require me to re-validate my log in credentials?

This is a security feature, usually based on your other financial institution’s authentication policies. It’s just like when you get logged out of online banking or other systems that hold personal information. You just have to re-authenticate to get the systems to talk to each other again.

I don't want to see this feature. Can you remove it?

Absolutely – we can remove this from your online banking. Just contact us at 888-943-2317 and provide our representatives with your username for online banking.

Questions about using this or other online banking features?

Our team is here to help!

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