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Personal Financial Management

Get your financial bearings.
Navigate your finances with a consolidated view.

Personal Financial Management provides tools to help you take control of your finances across all accounts.

The best part... this comes at no cost to you!

Log into eBranch and click on Financial Tools to register and enroll your external accounts to start using your new financial tools.

Personal Financial Management gives you the ability to:

  • View your balances and transactions of accounts held at other financial institutions within eBranch
  • Categorize your spending to visualize how you spend money
  • Set a budget for yourself to help manage your cash flow
  • Track your loan amounts and payments
  • Calculate your net worth

Recognized as one of America's Best
Regional Banks and Credit Unions 2025

by Newsweek and Plant-A Insights Group