With our Money Management™ platform, you can dig into the details of your business finances on your smartphone, tablet or computer, anytime. Your account information refreshes in real time so you know exactly what's going on to the minute. You can access up to 18 months of transaction history on all your accounts.
Access this free service within Online and Mobile Banking to take your money management to the next level.
- See all your accounts, loans and credit cards in one location
- Tag transactions
- Set up text alerts
- Set financial goals
- View spending trends
- Access a debt payoff calculator
- Access outside account data and transaction data
- Access a spending chart
- Build budgets, including smart auto-creation of budgets based on spending history
- Utilize email alerts
- Access debt payoff forecasting
- Access your detailed net worth analysis
- Expand goals to include debt payoff, savings and retirement goals
- Access a cash flow calendar
Please note: You will need to update previous budgets, alerts and outside account info.