Budgeting and Planning
Track spending, create a budget and develop a savings plan to reach your goals with our easy-to-use online or mobile budgeting and planning tools.
Service Features
- Available online via Digital Banking or on the go with Mobile Banking*
- System automatically categorizes your transactions or you can customize to your needs
- Track and analyze spending in a wide range of categories
- Set up a detailed budget so you can keep spending under control
- Create savings goals and track your progress month to month
Service Benefits
- Know exactly how your money is being spent
- Analyze spending and plan ahead using bold, graphic reports that are easy to customize
- Stay on track with clear goals and a budget that makes getting there easier
Getting Started
- Log in to Digital or Mobile Banking
- Select Planning
- Choose Budget or Goals from the sub-menu
- Refer to our Digital or Mobile Banking Guide for further instructions
- Need additional help, call 800-382-5465
