Budgeting has never been more convenient!
Monitor your spending within online banking through Trends, our personal finance manager. Track spending, set goals, and create personalized budgets. Develop a complete financial picture across all online accounts and institutions. Trends offers the tools to simplify money management, analyze spending habits, review investment portfolios and take control of your finances.
|Dashboard||The Trends landing page is the Dashboard. The Dashboard provides a consolidated view of the your asset and liability accounts, net worth, top securities, and a breakdown of their portfolio by institution or account type.|
|Add Accounts Process||
The Add Accounts process allows you to add your financial accounts to your profile. You can add accounts in two ways:
|Cash Transactions||The Cash Transactions screen provides a listing of transactions from your banking and credit card accounts. Searching and filtering functionality provide powerful tools to query cash flow activity.|
|Cash Analysis||The Cash Analysis screen delivers graphical tools to help identify trends and insight into income and expense activity over different periods of time.|
|Budgets||The Budgets screen provides tools for you to monitor and manage spending in selected categories.|
|Goals||The Goals screen provides tools and methodology for users to track and achieve savings goals.|
|Holdings||The Holdings screen provides a consolidated view of security holdings across accounts.|
|Accounts||The Accounts screen provides functionality to add, edit, and delete accounts within the service.|
|Account Details||The Account Details screen provides detailed data for an individual account, including balances, holdings, and transactions.|
|Profile||The Profile screen provides a view of your profile information and email alert settings.|