How to use Insights to manage your money
Insights is a powerful free tool built into our app and online banking. You can use Insights to create and manage your budget, set goals, and track daily spending. Here’s how.
How to access Insights
First you'll need to sign in to the mobile app. Then click on the three horizontal lines on the top left of the screen.
Click on Insights.
This is the Insights dashboard. You can track your spending, set up and view your budgets, and configure goals.
How to link accounts
To link other financial accounts to the Insights tool, click on the three lines on the top left of the screen.
Select "Link Account" from the menu.
Find the institution you wish to link by using the search bar. You’ll need to enter the sign-in information for the other account to complete the process.
How to set goals
To set a goal scroll to the bottom of the Insights dashboard.
To set a new goal, click on the + icon on the bottom right and select new goal.
From here you can select from a variety of popular goals or create a customized one of your own.
How to use Insights on desktop
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