Central Finance

With our personal financial manager, Central Finance, you can quickly view your investment and mortgage balances as well as credit card and bank account balances and transactions in one place, regardless of where you have the accounts. With a database of over 14,000 financial institutions, you can add many accounts that you access online and gain an easy and fast way to watch “the big picture”.

Manage your finances in one place - Add  accounts from over 14,000 financial institutions for a complete financial picture. Central Finance will track your account relationships with many financial institutions automatically, including credit card providers and investment firms. Then use Central Finance to track spending, set budgets, calculate your net worth and more.

See where you're spending your money - Easily create budgets, categorize and track spending habits. Quickly create a budget and start tagging your transactions to see where and how you spend your money. By seeing how you reach a spending target you can make smarter choices about how you spend.

Ensure bills are paid on time - The cash flow calendar brings your budget to life through an interactive calendar. With the calendar you can see how much money you have available to pay bills and other expenses day by day – allowing you to make informed choices on when to schedule bills and other spending.

Set and track goals - Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Central Finance to create savings goals, like saving for a vacation, a debt reduction goal,or paying off a high rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.

Stay informed with alerts by email or text - With Central Finance, you really are in control. Be alerted when particular account balances change, transactions to a specific retailer occur, when you are close to exceeding a budget category, and more.

Build wealth and watch it grow - through the Net Worth tool. No need to keep manually updating a spreadsheet. Use the Net Worth tool in Central Finance to help you quickly add up all of your assets (you can even add your home and vehicles) and debts to show you an up-to-date estimate of your net worth.

Log in to Online Banking above to get started.

For more information on Online Banking and how it can help manage your finances online, view our Online Banking User Guide.

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