Somerset Trust Company Online Banking Guide

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Financial Planning 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

Click the Financial Planning tab. 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: Financial Wellness