My Finances

Simplify your finances. Imagine the possibilities

Simplify Your Finances. Imagine the Possibilities.

Make a commitment to your financial fitness by automating your savings or pay-off goals. Set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card. When you determine a goal in My Finances, you're creating a plan that can lead to financial success. Just imagine the possibilities!

With My Finances managing your finances is easier than ever.

  • Get your complete financial picture
  • Sync accounts from 20,000 financial institutions
  • Tag transactions to understand spending habits
  • Make informed choices with the cash flow calendar
  • Set goals and visually track your progress

 

You need a plan. We can help!

It pays to set your financial goals and make a plan to get fiscally fit. Add a savings goal or pay-off a goal in My Finances and we’ll help you reach it. 

 

Add a Goal & Stay on Track

My Finances makes it simple to stay on track. Set goals, and maintain your finances responsibly.

Step 1: Select "Add A Goal" on the goal dashboard.
Step 2: Select your desired pay off or savings goal.
Step 3: Fill in the required information.
Step 4: Click the "Create" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form. Goals will automatically update your progress and will reflect your day-to-day account balances.

 

 

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