How To Videos - Personal Finance Management
Build a Budget and More with our Personal Finance Tool!
Set personal finance goals, build a budget, track your spending, and more!
Video Transcript
If you would like to use Personal Financial Management, select Get Started on the home page. Review and accept the Terms and Conditions, then select Get Started. Your account history will be categorized for you. You can change or add categories. You can add a new category if you want. All past and future transactions from that merchant will use this category. Search or select a new category. Once you are enrolled, select Financial Tools on the Home Page. You can view your transaction history over time, for multiple accounts, to understand your spending patterns. You can see your debts in different ways to help you manage them. You can see your net worth and how it changes over time. You can add regular cash events to help improve your cash flow forecasting. You can see your financial trends over time, including multiple accounts and categories. You can understand each category based on different budget amount. You can link accounts from other Financial Institutions so you can see balances and transactions. Select Get Started on the Link Account tile. You can search for a specific financial institution or select one from the list. When you have selected the right financial institution, you will have the chance to connect the account. Select the account and authorize access. The account will appear under the Linked Accounts group. You can see the transaction details for the account.
