Financial Tools

Setting financial goals is just as important as establishing a budget.

It's Easy to Use!

• Effortless access to information like spending habits, debt, net worth, and trends
• Easy set up for ongoing budgeting and spending alerts to reach your financial goals
• Import other financial data, such as balances from other banks, credit card and investment firms
• A simple, easy to read dashboard located inside Online Banking provides a complete picture of where your finances stand

Dashboard Overview

Budget  Our practical and easy-to-understand graphics help you see exactly how you spend your money and how you can save or invest more.

Spending  View an easy-to-understand model of your spending habits which helps you better understand how you spend your money and take control of your monthly cash flow.

Net Worth  You can analyze monthly transactions to maximize your bottom line and learn how understanding your net worth can impact your overall financial picture.

Debts  Add your debt information and it automatically calculates your fastest debt-free date and payment plan.

Trends  Our Trends tool makes it easy to follow your spending patterns over 3, 6, 9, or 12 months.

Get started by logging into our Online Banking service. Access on your desktop or through our Mobile App!

Need help getting started? Contact us

Check out our Financial Education Resources for more assistance on budgeting and debt management.