PERSONAL FINANCE | 5 MIN READ
Your money,
made smarter.
Check out Financial Insights, our new online banking tool designed to keep you informed and help you make smarter financial decisions.
Explore how Financial Insights can help improve your financial wellness.
Gain better spending, saving, and planning habits with tools that are built into your Online Banking experience.
Explore how Financial Insights can help improve your financial wellness.
Gain better spending, saving, and planning habits with tools that are built into your Online Banking experience.
Find ways to save.
Compare how much you are saving to how much money you have coming in month to month.
- View your transaction history and account balances.
- See tips for when you might have some extra cash on hand that could be put to better use in your savings.
Gain spending insights.
See your expenses organized into categories such as Personal Care, Home, Entertainment, and Food.
- Know where your money is going so you can budget more effectively and cut unnecessary expenses.
- See all the subscriptions you pay for each month, so you can easily spot duplicates, errors, or services you are not using.
Manage payments and
outstanding debt.
See upcoming payment projections so you can plan your cash flow.
- View your bill history to monitor how much you are paying each month, spot trends, and potential issues.
- Monitor when your credit usage is high, so you can manage your spending or make purchase choices.
Get real-time tracking against
your budget.
See what you have already spent for the month, and how much you have left in your budget.
- Track against categories such as Food & Dining, Shopping, and Utilities.
- Link accounts or credit cards with other institutions so you can easily see all your spending and receive more accurate insights.
Ready to get started using your Financial Insights?
Already Enrolled in Online Banking?
Simply log in to Online Banking to see what tips are waiting for you right now in your Financial Insights.
Not Enrolled in Online Banking?
Enroll today to start getting personalized advice from your Financial Insights. It only takes 5 minutes.
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Financial Insights is available to Apple Bank customers.