Digital Banking Tips
PERSONAL FINANCIAL MANAGEMENT
Our Personal Financial Management tool puts your financial goals into view and allows you to efficiently organize your income and spending all in one place. You can keep track of your accounts with us as well as accounts with other financial institutions and credit card companies. This powerful tool can help clear your path when funding expenses such as a home, vacation or even the tuition for a new degree. Start by categorizing your transactions to help quickly identify where your funds are being spent. Common categories include: gas/auto, entertainment, medical expenses, rent and utilities. If a transaction needs to be reassigned, you can manually edit the category. Once your transactions are categorized, you can view spending habits, trends, debts and more. Check out interactive features to help you manage your finances. • Net Worth: Total your assets and debts and view a line graph to see how funds are allocated. • Budget: Track your monthly finances by adding targets to help you better manage your expenses. • Spending: See your spending habits in a visual pie chart representation. • Trends: Track your habits even further to see how you spend your money over time. • Debts: View all your debts and view payment plans to become debt- free as quickly as possible. 97% Used $486/$500 SAMPLE Home Lorem ipsum Lorem ipsum Utiliti s 21% Used $128/$600 Education
94% Used $1455/$1547
Health&Fitness 114%Used $200/$175
Transportation 60%Used $300/$500
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