Managing Finances in Online Banking

Discover the Personal Financial Management tools within Online Banking.

Integrated Financial Management Tools

Online Banking is loaded with tools to keep you in complete control of your finances. You're able to track your income and spending, review and categorize transactions, manage savings goals, and more, all right from your Online Banking dashboard! See below for an overview of the cutting-edge financial tools available within the Mobile App and Online Banking platform.

Easily Track Cash Flow

You can track all of your finances in one place! You can even see an overview of your budgets, bills, and goals right on your Mobile App or web browser dashboard.

Bills

Set and track bill payments
See scheduled payments
Track payments made
View pending bill payment transactions

Spending

View your spending trends for the month or over multiple months
Setup multiple budgets and assign different accounts to these budgets
Get alerts when spending exceeds your budgeted amount

Income

Set relevant deposit types to auto-categorize as income
Track income under designated budgets
View income by monthly totals or by dated range
Designate income to fund savings goals
Compare actual income to expected income over a period of time

Enjoy Flexible Budgeting and Savings Goals

Enjoy easy and convenient, integrated budgeting tools. You can create budgets for daily spending or travel, set savings goals, and allocate your savings to spend.

Create Budgets

Track your spending habits.

With Online Banking, you have the ability to create budgets based on your real spending needs and goals.

Customize Your Budgets

Set up multiple budgets
Customize budget names
Assign accounts
Add expenses
Add income

Quick View Budget Summary

View the monthly spending and income overview
See tracked accounts
View budget alerts

Set Savings Goals

Fund your goals your way.

You can set multiple savings goals per account and allocate funds to those goals as you'd like.

Deposits

Deposit funds into the account linked to your goal

Transfers

Transfer funds from a different account to the account linked to the goal

Reallocation

Reallocate funds from a different goal if priorities change or if you are falling behind on a priority goal

You can even rank your goals or categorize them into overarching groups!

Allocate Funds

Purchase what you've saved for.

When you're ready to make the purchase you've saved for, you can easily transfer the funds from your savings goal to your checking account.

Manage Transactions and Categories

Your transactions are automatically categorized based on common merchant data, making it convenient for you to track your spending. Plus, you always have the option to re-categorize transactions or create custom categories whenever you'd like.

Filter Transactions

View all transactions under a specific category
Drill down by category and date range using filters

Split Transactions

Split transactions into more than one category
View transactions that are tied to a specific budget

Customize Categories

Create sub-categories within the provided categories
Create new categories customized to your spending habits

Re-categorize Transactions

Move single transactions to a new category
Designate all transactions from a specific merchant to one category

See Additional Resources

Read Frequently Asked Questions

See New Features & Benefits

SECURE, CONVENIENT, FLEXIBLE

Online & Mobile Banking.

Access your accounts at any time from any location.

MOBILE & ONLINE SERVICES