Insights



 Get ready for a more innovative way to manage your money with Insights.

With our new Money Manager tool, you can build a budget, stay on track, and set spending targets.

For more information on each update watch the video below.

 


Screenshot of Money Manager spending chart in online banking.

The dashboard displays your top spending category each month.


Step 1: Click different parts of the wheel to see your spending breakdown. Transactions are sorted automatically into these categories with ‘tags.’
Step 2: To personalize your categories, or split the transaction between tags, click on a transaction and edit the tag.
Step 3: When you select a transaction from the dashboard you can also change the name of the transaction, create a budget


Sync accounts from other financial institutions to be able to view all of your history. Once your account is linked your information will be updated daily!

Step 1: Navigate to the “Accounts” section.
Step 2: Click the plus sign to “Add Linked Account.”
Step 3: Select an institution or use the search to find your institution. Follow the prompts to add your institution.

Please note that transfers are unavailable between external accounts and Mainstreet.