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:
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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. |