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Personal Finance

Control your money. Don’t let it control you.

Personal Finance is a digital money management tool, integrated into online and mobile banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization, and mobile access are just a few of the tools to guide you along your way.

Account Aggregation

Tell your money to get it together.

Aggregate your various financial account balances and transactions into one place, and get a complete financial picture. Personal Finance aggregates 10,000+ financial institutions

Expense Tracking

Tell your money to make up its mind.

Get powerful insights on where, when, and how you spend. Personal Finance automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going.

Budgets

Tell your money to shape up.

Visualize and interact with your budgets in a more meaningful way. Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

Security

Privacy you can trust.

We’re committed to confidentiality, integrity, and security. With that in mind we’ve integrated Personal Finance into your online and mobile banking to ensure that your sensitive information is protected with the highest of security standards.