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Planning tools

Keep your budget on its path. And you on yours.

Online Budget Planner for Life Surprises

Track your income, expenses and budget.

Our digital banking experience includes helpful budgeting tools. You can set and track financial goals, view your spending history and income and plan for future expenses.

  • Set up your budget, track your earnings and spend, establish savings goals and view your progress.
  • Create unique budget categories or use existing ones.
  • Get a quick overview of your accounts when you log in and view the dashboard.

Download our mobile app and use our planning tools on your mobile device.

Budgeting Tools to Use on Mobile

Budget

  • Set up your budget categories or use existing ones.
  • Create rules that place certain expenses into categories.
  • See cash flow trends that show income, expenses and their difference.

Learn more about setting a budget

Online Budget Planner to Set and Track Goals

Planning

  • View your plan summary from the dashboard.
  • Establish savings goals.
  • Move money easily from the dashboard.

Learn more about our planning tools

Our planning and budgeting tools can be helpful as you track your budget, income and expenses. However, digital banking and the information contained on this website are for informational purposes only and do not constitute financial advice. Our planning and budgeting tools should not replace a financial advisor or planner. The information provided is general and does not apply to individual financial situations or needs.

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