Financial Health Tools
Track your spending, savings, goals, and budgets all in one place.
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. Under the My Accounts menu, click “Spending Activity & Goals.”
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.
Ready to start keeping a closer eye on your spending? Log in to Digital Banking now.
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. Under the My Accounts menu, click “Spending Activity & Goals.”
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.”
Ready to set your savings goals? Log in to Digital Banking now.
