Do you want an easy way to see all of your income and bills in one spot? Our Finance Manager Tool called Cash Flow inside online banking allows you to do just that! It displays the movement of funds in and out of your various accounts, helping you to project your financial standing.
Getting started with Cash Flow is easy, just follow these steps:
- Navigate to the Financial Tools inside online banking and click Cash Flow.
- Read through the Quick Tips of information and click next until you see the Get Started button.
- Enter cash events, either based on past transactions or building your own from scratch, including dates and amounts for when you receive income and when bills are due. You can set the frequency of how often the events happen and click save.
- Once you’ve added all income and expenses, they will be displayed on your cash flow calendar.
Click here to learn more and get started!