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Budgeting and Goals

Do you know how much money you spend each month and where it goes?

Having trouble viewing all your accounts at once?  Want to save for your next vacation?  Budgeting and Goals is a one stop shop for all of your spending and savings goals, a free service for our members. 

When you create a goal in Budgeting and Goals, you’re creating a plan that can lead to financial success.  Set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card.  Just imagine the possibilities!

Managing your finances is easier than ever.

  • Get your complete financial picture
  • Sync your accounts from other financial institutions
  • Tag transactions to understand spending habits
  • Make informed choices with the cash flow calendar
  • Set goals and visually track your progress


Login to digital banking and visit the Budgeting and Goals section to get started.

Want to learn more? Text us at 214.613.0834

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