Colony Bank Online Banking User Guide

99

Savings & Goals Financial Wellness

Spending The spending tool helps you stay on top of your expenses and helps you understand and organize how you are spending your money. Your spending habits are organized in a bar chart for you to easily see your smallest and largest expenses. Seeing your expenses broken down allows you to choose where you can change your spending habits to save more.

A

B

C D

button.) In the Financial Planning tab, click Savings

(Mobile Only Click the

Goals. A. Click

to filter which accounts are included. Select or deselect

accounts to include in data. B. Click a month on the graph to view a list of transactions. C. Use the search bar to search for transactions.

D. Click a transaction to view additional details.

Savings & Goals: Financial Wellness