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Services
Our Personal Financial Manager tool allows you to manage your money from
your Online Banking account by allowing you to view your investment, mortgage,
credit card, account balances, and transactions in one place. You can easily create
budgets, categorize and track spending habits, and tag your transactions to see
where and how your spend your money.
Personal Financial Manager
•
Dashboard
: You will find a quick overview of your financial standing
on the dashboard as well a host of financial tools that you can use to
manage your finances.
•
Budget
: Track your spending by adding targets that will help you better
control expenses such as shopping or dining out.
•
Cashflow
: View incoming and outgoing transactions on a monthly basis.
•
Goals
: Set a personal financial goal and actively set aside money you wish
to use towards that goal.
•
Net Worth
: Sum up your assets and debts and view pie charts to see how
they are allocated.