Personal Finance Manager
Manage & analyze your financial future!
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 and automatically track spending for each category
- Get customized spending alerts when you are approaching the spending limits in budget categories
- Categorize transactions automatically to keep your budget up to date
First-time login instructions:
- Login to Consumer/Small Business Online Banking
- Click on the Trends Tab
- Verify your account
*Financial data can only be imported if allowed by other financial institutions. (i.e.) banks, credit card companies, investment firms, mortgage companies, and insurance carriers.