KNOWLEDGE BASE

What is money tracker?

The money tracker dashboard in digital banking provides a full view of your monthly activity including cash flow, income and spending. 

To view a breakdown of your account activity in digital banking

  1. Select Plan & track then choose Money track do to access your activity.
  2. If you have more than one account select which accounts to include.
    1. Select Showing accounts in the upper right.
    2. Check the accounts to display and choose Save.
  3. Choose one the following from the overview to access more details.
    • View cash flow trends
    • View income trends
    • View spending trends
  4. Scroll to view the details included in the trend you selected.
  5. Review each month by using the arrows to move backward or forward. 

If needed, you can change your transaction category from within money tracker or within your transaction history. See also, How do I change the category assigned to my purchase?