Free Personal Finance Management Tool

Features & Benefits





Net Worth


Cash Flow

“Financial Health” is a destination you can reach by making better informed and more confident financial decisions. It’s growing financially by taking one step at a time.

Use the free personal financial management tool inside Personal Online Banking and the Personal Mobile Banking app to easily and securely view all your financial accounts, from multiple financial institutions, in one place.

Get started on your path to financial health. Explore all the resources in the Personal Finance tool today

From the Personal Online Banking home screen dashboard, find and select the 'Personal Finance' icon from the navigation. (If you do not see it, select 'more' from the navigation and choose 'Personal Finance' from that list.)

There are two ways to get started from within the app: Tap 'more' and select 'Personal Finance' from the list, or on the home screen, tap the 'Personal Finance' icon.

With the Personal Finance tool you can:

  • Automatically categorize transactions
  • Analyze your monthly spending habits
  • Establish and maintain a budget with bubble budgets
  • Pay off debts efficiently
  • Monitor your net worth
  • Save for your goals
  • Get notified when you overspend

Personal Loans

We’ll customize a loan solution that allows you the freedom to purchase a vehicle, plan a family reunion, consolidate your debt and more.

Routing Number | 114903284 - Ashburn - 20149 - False