Northwest Personal Online Banking User Guide

29

Accounts

Money Insights

Our Money Insights tool allows you to manage your money from your Online Banking account. View your investments, mortgage, credit card, account balances and transactions in one place. Easily create budgets, categorize and track spending habits, as well as tag your transactions to see where and how you spend your money. In the Accounts tab, click Money Insights .

• Main Page : You’ll find an overview of your financial standing on the Accounts page, as well a host of tools you can use to manage your money. • Transactions : View all of your transactions from both internal and external accounts. Money Insights automatically imports transactions from all of your accounts, including those that you added from other financial institutions and categorizes them. • Spending : Presents a comprehensive spending wheel displaying a breakdown of your spending across categories. If you hover over each section of the spending wheel, you will see how much you spend in each category. • Budgets : Track your spending. Add targets that will help you better control expenses like shopping or dining out. When you establish spending targets, you can also schedule notifications via a delivery method of your choice when you are near your budget limit.

Accounts: Money Insights