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.
|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:
|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.
|The Cash Analysis screen delivers graphical tools to help identify trends and insight into income and expense activity over different periods of time.
|The Budgets screen provides tools for you to monitor and manage spending in selected categories.
|The Goals screen provides tools and methodology for users to track and achieve savings goals.
|The Holdings screen provides a consolidated view of security holdings across accounts.
|The Accounts screen provides functionality to add, edit, and delete accounts within the service.
|The Account Details screen provides detailed data for an individual account, including balances, holdings, and transactions.
|The Profile screen provides a view of your profile information and email alert settings.