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Financial Health Tools2022-01-05T16:28:24-06:00

Financial Health Tools

Track your spending, savings, goals, and budgets all in one place.

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Budgeting just got better.

Whether you’re a budget-loving number-cruncher or not, we've got the tools to make managing your finances easier than ever before. With your Spending Activity and Savings Goals all in one place, you can quickly and easily accomplish a variety of budgeting tasks and stay on track to achieve your financial goals.

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Spending activity tool

Utilities, groceries, a tank of gas, maybe a latte or two. Our monthly expenses add up quickly, and it’s tough to track them down to the dollar. Now you can get a clearer picture with our Spending Activity Tool. This handy tool categorizes all your transactions automatically, provides a visual display of your spending habits, and makes budgeting easier.

How to use the spending activity tool

Step 1

Log in to Digital Banking on a computer or mobile device. Click "Financial Health" in the menu.

Step 2

The Spending tab will automatically display a breakdown of your monthly spending under "Categories." You can use this information to adjust your spending and develop a more strategic budget.

Step 3

Under "Recurring Expenses," review the list of monthly subscriptions and fees. You can use this information to identify any services that you are being charged for on a monthly basis but no longer use so that you may cancel or unsubscribe.

Savings goals tool

Whether you’re saving for a new car, college, a vacation, or a wedding, set your goals in Digital Banking. The Savings Goals feature allows you to create multiple personalized goals and track your progress. Saving is a key part of financial success, and our Savings Goals feature makes it easier to stick with it.

How to use the savings goals tool

Step 1

Log in to Digital Banking on a desktop computer or mobile device. Click “Financial Health” in the menu.

Step 2

Click on the Savings Goals tab and click “Create a savings goal.” Select the account for which you’re setting the goal. Click “Next.”

Step 3

Choose the category that the goal is for. Click “Next.”

Step 4

Fill in the requested information and click “Create goal.”

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FAQs: You asked. We answered.

In the Spending Activities tool, how do I view the spending breakdown for each individual account?2021-10-26T16:40:08-05:00

When viewing the Spending Activity tool, click on “Accounts: All” in the upper right corner of the screen to select which accounts to view.

Where can I find more information about how to set up and use the Savings Goals tool?2021-11-03T12:42:19-05:00

Log in to Digital Banking through the desktop site and click on the “Financial Health” widget. On the upper right portion of the screen, you will see a “Help” button with a question mark on it. If you click that button, you will find more instructions.

In the Savings Goals tool, can I change my saving goal while it’s active?2021-11-03T12:42:48-05:00

Yes, you can edit your goal details if you’re ahead of your mark or falling behind.

In the Savings Goals tool, how can I track my progress?2021-11-03T12:43:08-05:00

The Savings Goal tool will track your progress, but you can take it a step further by setting up Account Notifications. You can set up alerts to notify you when a goal is completed or when a goal is in danger of being missed.

Can’t find what you’re looking for? Ask us!2021-11-03T13:33:12-05:00

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