FirstMid Bank & Trust Personal Online & Mobile Banking User Guide

Financial Planning Budgeting Tools

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

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C D

In the Financial Planning tab, select Budgeting Tools . A. Click the “All accounts” link to filter which accounts are included. Select or deselect accounts to include in data.

B. Click 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.

Financial Planning: Budgeting Tools