Personal Finance

Take control of your finances with our new Personal Finance Management Tool! Personal Finance is a free digital money management tool, integrated into online banking and our mobile app, helping you stay on top of your finances by aggregating all of your accounts in one place. With customized budgeting features, smart expense tracking, and mobile access, you can manage your finances easily and securely from anywhere.

See All of Your Accounts in One Place

With Personal Finance, sync all your financial accounts to see a complete financial picture. View your checking, credit cards, loans, investment accounts, and more from any bank or credit union.


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Transactions Made Clear and Simple

Your credit card might understand what “CSI-308613/22120-CHV” means, but you shouldn’t have to! With Personal Finance, your transactions are cleaned up, so they are easy to read and understand. Turning this “CSI-308613/22120-CHV” into Chevron Gas Station.



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Visualize Your Spending

The spending wheel takes your transactions to the next level and highlights how much money is going into different spending categories. So you can get a quick visual and grasp where your money is going, so you can see where to improve.


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Budgets That Work with Your Style

Feel confident, not confined by your budget by using Personal Finance. Set up your own budgets or have Personal Finance create one for you. Personal Finance looks at your spending trends and recommends the best budget option based on how you currently spend your money.


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See How Your Finances are Trending

Spending tends to vary from month to month, and it’s important to have an idea of how your spending tracks throughout the year. Take a look at how you’re trending and compare your spending categories and income trends throughout your account history.


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Save Money and Pay Off Your Debts Faster

Feel the joy of paying off the last of your debt with Personal Finance! The debt reduction tool will set and track your progress using the snowball debt pay off method.


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Track Your Overall Financial Progress

Net worth is the greatest way to measure your overall financial wealth. By tracing the net sums of your assets and liabilities the net worth tool by Personal Finance can give you an instant trend line displaying your net worth.


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Reach Your Goals

Whether you are saving for a new home, a vacation or paying off debt, goals are a great way to make financial progress. Setup and track your goals on the Personal Finance intuitive timeline; watch your progress and enjoy the wins.


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See Your Future Account Balance

Plan for payments and predict your cash flow by seeing when recurring transactions and income are expected to happen. See when money comes and goes so you can be an excellent financial planner.


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If you need our assistance setting up online banking or downloading
our mobile app, please call us at 402-333-9100 or 1-877-968-7672.

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