Money Trends

Money Trends offers the tools to simplify your money management, analyze your spending habits, review investment portfolios, and take control of your finances.

Features include:

  • TrendsBalance and transaction alerts

  • Financial dashboard: Provides a consolidated view of assets and liabilities held at all of your financial institutions, as well as a snapshot of your net worth, income, expenses, and savings goals.

  • Expense categorization engine: Categorizes transactions automatically, based on user preference and built-in rules, enabling users to track and manage their activity.

  • Budget wizard: Enables users to create a budget within minutes.

  • Money Trends automatically tracks spending for each category, helping users adhere to their budget. Customized spending alerts that notify users when they are approaching their spending limit for a particular category.

To access Money Trends, click "Trends" in the top navigation bar in Online Banking to access this money management tool.