Money Management Tools

Coming January 2010

Beginning in late January, we are offering an enhancement to Web Branch that will help you track your spending and budget in the new year. Money Management Tools lets you categorize your transactions and develop reports to help you get a better picture of how you are spending your money. Learn about the features below.

• Categories, Notes & Labels
  
  Categories—Understand your spending habits by assigning or automatically assigning categories to transactions such as home, bills and utilities, income and more.
  Notes—Add personalized messages of your choice to transactions.
  Labels—Create another layer of information for your transactions. Track spending for different members of your family, an event or anything you have in mind.
• History
  Search your long-term transaction history.
• Advanced Searches
  Search your history by any field such as category, label, description, date and dollar amount.
• Transaction-based Alerts
  Know when a particular check clears, when a deposit over a certain amount occurs, when a transaction posts from a certain store, etc.
• Reports
  See where you are spending your money with bar and pie chart reports that are generated from the categories you create.

We are excited to offer this helpful tool to help you better manage your finances.

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