Frequently-Asked Questions : Budgeting

About the Budget feature

The budgeting functionality within the new Online Branch allows you to gain a greater insight into your finances through the use of Personal Finance Management (PFM) tools. You are now able to categorize all your transactions which will help you track and monitor spending habits, create expense and income baselines as well as establish budgets for all your finances. Powerful yet flexible reporting tools help you consolidate and aggregate your financial data into Daily, Weekly, Monthly, Quarterly and Yearly overviews. Through customizable and interactive bar graphs and pie charts you can easily see your trending financial health, as well as have the ability to drill down into the specific transaction details.