Money Management  Tools

Make Better Spending Decisions

Let us take the hard work out of budgeting. Our Money Management Tools help you understand where your money goes, allow you to reduce unwanted spending and save for future goals. Have you ever been unsure about your account balance? Our tools allow you to know your account balance now and into the future. 

Money Management Tools features include:

Categories, Notes & Labels

  • Categories — Assign or automatically assign 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 by tracking spending for different members of your family or an event.

Transaction-based Notifications

Know when a particular check clears, when a deposit over a certain amount occurs and when a transaction posts from a certain store.

Pending Items  

Know your account balance now and into the future by seeing upcoming transfers and Web Payments in your Account History. Stay on top of your available balance by entering pending checks, income and expenses. These items will all be reflected in your balance helping you know what funds are available to you and giving you piece of mind that you won’t over spend.

History 

Search your transaction history.

Advanced Searches 

Search your history by any field such as category, label, description, date and dollar amount.

Reports 

See a great visual picture of where you are spending money, all generated from the categories you create.

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