Online Banking » Money Management Tools
Money Management Tools
Looking for easy ways to save and budget? Use Money Management Tools to categorize your transactions and view reports, so you can get a better picture of how you are spending your money. You'll also be able to complete in-depth searches and see your history over an extended period of time.
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 to your 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.
Search your transaction history.
Search your history by any field such as category, label, description, date and dollar amount.
Get a better picture of your account balance now and into the future—a virtual check register. See upcoming transfers and Web Payments in your Account History. Enter pending checks, income and expenses, too.
Know when a particular check clears, when a deposit over a certain amount occurs, when a transaction posts from a certain store, etc.
See where you are spending your money with bar and pie chart reports that are generated from the categories you
create—a great budgeting tool.