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Personal Financial Management

We are excited to announce a new feature within eBranch called Personal Financial Management. Personal Financial Management provides tools to help you take control of your finances across all accounts.

The best part... this comes at no cost to you!

Personal Financial Management gives you the ability to:

  • View your balances and transactions of accounts held at other financial institutions within eBranch
  • Categorize your spending to visualize how you spend money
  • Set a budget for yourself to help manage your cash flow
  • Track your loan amounts and payments
  • Calculate your net worth

When you login, you will see a "Link Account" button at the bottom of the home page. Click on "Link Account" to enroll and start using your new financial tools.

Click here for a user guide with details on how to enroll, link your accounts, and use the widgets.