Our built-in budgeting, which is part of our Finance Manager tools inside online/mobile banking, offers two options for generating a new budget: system-generated and user-created.
The system-generated budget is based on your past few months of data; the more complete and accurate the categorization is when the budget is generated, the more accurate the results will be. Alternatively, you can manually create specific budget line items that you wish to track.
Once generated, these budget categories are presented to you in a visual representation. From the category view, you can then drill into a sub-category and down to the list of transactions to view or update the data.
To learn more and get started, click here.