Planning tools

If you don’t want to view an account within your planning tools (for example, an IRA), you can exclude it. Excluded accounts will no longer be a part of your planning tools, budget, goals, or current monthly status totals. Go to accounts & statements, select the account name, choose manage my account, then move the exclude from planning setting to excluded. To undo this or to include an account in your planning tools, go to accounts & statements, select the name of the account you want to include, choose manage my accounts, then move the exclude from planning setting to included.

To completely remove an account from view in digital banking, go to accounts & statements, select the account name you wish to omit from digital banking entirely and choose manage my account, then hide from view. You can’t change this back within digital banking and will need to call us at 1-800-823-2265 (TTY 1-800-343-6145). An account that’s used for recurring bill payments or has transfers scheduled can’t be omitted from digital banking.

Categories can be assigned to transactions for budgeting and planning activities. You can assign, define and change transaction categories at any time.

To set up a category, log in to digital banking and select your account. This will bring you to the list of recent transactions for the account. Here you can view the existing category below the transaction name. Click on the transaction, then the category field to view the available categories. Select add a category to create a custom category.

To delete a category you’ve created, go to settings and select the categories tab. You’ll see a list of categories you’ve created and will be able to delete or edit the list.

Digital banking will learn to automatically assign categories for you. For example, after you assign the category “Grocery” to a transaction from Neighborhood Grocery Store, all future transactions from that store will automatically be assigned to the grocery category.

You can set a financial goal for yourself and create a visual tool to track it. For example, if you want to save up for a vacation or a down payment for a car, you can name the goal, decide by what day you want the money saved and how much you want to save.

Part of setting up the goal is to select what account will fund it, which will be reflected in the visual tool. But the funds will not be automatically moved or transferred. The goals are only illustrative. In order to achieve the goal, you need to set up transfers or take other action to meet your goal.

To create a goal, click on planning and select the goals tab. Choose add a goal and indicate if it’s a retirement goal or savings goal. Follow the prompts: set your goal name, its timeframe and goal amount and select the goal-funding account.

After enrolling in digital banking, you may need  to refresh your financial institution links in the programs you use. Below are instructions for commonly used budgeting software tools.

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