![Girl in field](/assets/files/9beZDVmm/Girl_in_Field_Mission.jpg)
![Girl in field](/assets/files/9beZDVmm/Girl_in_Field_Mission.jpg)
Insights
NEW! Insights - A Financial Management Tool
Insights provides you the tools to help successfully manage and track your finances. You can create a budget, monitor expenses, and set goals. Insights also allows you to track your upcoming bills and incomes, and enable you to view all your accounts in one convenient location. Insights can help you in tangible ways to improve your overall financial health.
Accessing Insights through Online Banking
![Sidebar Menu](/assets/files/I3F6jdaJ/SideMenu.png)
![Organize Dashboard in Insights](/assets/files/M4r2bdMz/OrganizeDashboard.png)
![Add Card in Insights](/assets/files/TFHBA2b2/AddCard.png)
![add card details in insights](/assets/files/AAOolRZ6/AddCardDetail.png)
Accessing Insights through Mobile Banking
![Mobile app menu icon](/assets/content/tgIwUhT3/MobileMenuIcon.png)
![Insight in Menu](/assets/content/xJFdhdZL/Insights.png)
We currently support the latest version of Chrome, Edge and Firefox.
If you have an older browser, please try upgrading to one of these supported browsers. Also ensure that your security settings allow Insights to function properly. You may experience issues if your browser has cookies turned off, is operating with a high security level, or has additional add-ons installed. If you experience a problem with one of our supported browsers, please contact support after verifying your browser settings.
![Account in Insights](/assets/files/CUkx6LIG/Accounts.png)
![Link an Account in Insights](/assets/files/s5IX4sAD/LinkAccount.png)
![Link an Account Terms and conditions in Insights](/assets/content/prZu5Riq/LinkAccountTerms.png)
![Institution Login in Insights](/assets/files/n399rKLE/InstitutionLogin.png)
![View Linked Accounts in Insights](/assets/files/HWFDos2q/ViewLinkedAccounts.png)
![Bank Connections in Insights](/assets/files/XjK6pbsE/BankConnections.png)
![Remove Bank in Insights](/assets/files/2sj65z1Z/RemoveBank.png)
![Remove Bank Confirmation in Insights](/assets/files/iqxv8cIz/RemoveBankConfirm.png)
What is a ‘tag’?
How do I add or change a tag? (Online Banking)
- From the sidebar menu click Accounts and then click the account that holds the transaction you'd like to change a tag on.
- Click the Insights tile.
- From the overview screen scroll to the bottom of the page and under the section labeled Transactions, click View Transactions
- Click on the transaction requiring a new or updated tag.
- Highlight and delete the existing tag.
- Type the new tag or select an existing tag as it pops up while you type.
- Optional create a rule: Check the box to apply this tag and title to all similar transactions
- Click "Save"
How do I add or change a tag? (Mobile Banking)
- Tap the three lines at the top left to open the sidebar menu.
- Click Insights
- From the overview screen scroll to the bottom of the page and under the section labeled Transactions, click View Transactions
- Click on the transaction requiring a new or updated tag.
- Highlight and delete the existing tag.
- Type the new tag or select an existing tag as it pops up while you type.
- Optional create a rule: Check the box to apply this tag and title to all similar transactions
- Click "Save"
![Edit Tag in Insights](/assets/files/1Zh8MVwk/EditTag.png)
How are budgets used?
How do I create a Budget? (Online banking)
![Insight in Menu](/assets/files/p7GrQEWv/Insights.png)
![Add Budget Insights](/assets/files/3ZpbTxNf/AddBudget.png)
![Select a Tag in Insights](/assets/files/hpCY5nzh/SelectTag.png)
![Name budget in Insights](/assets/files/GOkoLrjn/NameBudget.png)
![Budget Alert in Insights](/assets/files/sGiybZeo/BudgetAlert.png)
![Choose an Account in insights](/assets/files/z9P2m2g3/ChooseAccounts.png)
![Receive alerts in Insights](/assets/files/LTultoYC/RecieveAlerts.png)
Repeat the above steps to add a budget for additional tags.
How do I create a Budget? (Mobile banking)
![Insight in Menu](/assets/content/c6gehhVV/Insights.png)
![Insights Mobile Menu](/assets/files/laT8C0AV/InsightMobileMenu.png)
![Mobile Insights full menu](/assets/content/pBhCYL8l/InsightsFullMenu.png)
![Ass Budget insights mobile](/assets/files/nrUejVsE/AddBudgetPlusSign.png)
![Add Budget in insights mobile](/assets/files/O4cc4Oww/AddBudgetMobile.png)
![Select a Tag in Insights](/assets/files/hpCY5nzh/SelectTag.png)
![Name budget in Insights](/assets/files/GOkoLrjn/NameBudget.png)
![Budget Alert in Insights](/assets/files/sGiybZeo/BudgetAlert.png)
![Choose an Account in insights](/assets/files/z9P2m2g3/ChooseAccounts.png)
![Receive alerts in Insights](/assets/files/LTultoYC/RecieveAlerts.png)
Repeat the above steps to add a budget for additional tags.
- The associated tags are attached to transactions posted
- You have the proper account(s) included for each Spending Target
- Your Dashboard tags match the Spending Target
How do I edit or delete a Budget? (Online banking)
![Insight in Menu](/assets/files/p7GrQEWv/Insights.png)
![Budget name in Insights](/assets/files/tDhOPyI4/BudgetName.png)
At the bottom of the page, click the Edit Budget.
![Edit Budget in Insights](/assets/files/s63Jva7W/EditBudget.png)
You can change the name, amount, tags, and accounts associated with this Budget. Delete is at the bottom of the page if you would like to delete the Budget.
How do I edit or delete a Budget? (Mobile Banking)
Tap on Insights from the sidebar menu.
![Insight in Menu](/assets/content/8OkUu1bX/Insights.png)
![Insights Mobile Menu](/assets/files/laT8C0AV/InsightMobileMenu.png)
![Mobile Insights full menu](/assets/content/xICp1gmN/InsightsFullMenu.png)
![Budget name in Insights](/assets/files/tDhOPyI4/BudgetName.png)
![Edit Budget in Insights](/assets/files/s63Jva7W/EditBudget.png)
You can change the name, amount, tags, and accounts associated with this Budget. Delete is at the bottom of the page if you would like to delete the Budget.
- The associated tags are attached to transactions posted
- You have the proper account(s) included for each Spending Target
- Your Dashboard tags match the Spending Target
How do I edit the Cashflow calendar? (Online banking)
![Insight in Menu](/assets/files/p7GrQEWv/Insights.png)
![Add income or bill in Insights](/assets/files/AKnepUVG/AddIncome.png)
Enter the required information and click Save.
![Bill or Income Details in Insights](/assets/files/qSVLfnrG/BillIncomeDetails.png)
How do I edit the Cashflow calendar? (Mobile banking)
![Insight in Menu](/assets/content/TegfZOpV/Insights.png)
Once Insights opens, click on the three lines at the top left to open the menu.
![Insights Mobile Menu](/assets/files/laT8C0AV/InsightMobileMenu.png)
![Mobile Insights full menu](/assets/content/IM7le3Wc/InsightsFullMenu.png)
![Ass Budget insights mobile](/assets/files/nrUejVsE/AddBudgetPlusSign.png)
Enter the required information and tap Save.
![Bill or Income Details in Insights](/assets/files/qSVLfnrG/BillIncomeDetails.png)
- Navigate to Goals, and select “Add Goal”
- Select your desired pay off or savings goal.
- Fill in the required information.
- Click the "Save" to complete the process of adding a new goal.
Goals will automatically update your progress and will reflect your day-to-day account balances in Insights.
Q. Adding an asset/liability of an Unlinked account?
- Select the ‘ADD ASSET’ or ‘ADD LIABILITY’
- Enter in the amount of the Asset or Debt and label it
- Save the asset or liability
- You may also remove particular accounts from being calculated into your Net Worth total by clicking to exclude it in your Net Worth calculation.
Q. What are Alerts?
Q. How do I set up Alerts?
- Click on ‘Alerts’
- Click on ‘+’ to open the set up page
- Choose your Alert type
- Enter the appropriate values as prompted (i.e. account, amount, percentage)
- Choose the Alert Option(s) (email or text message)
- All of your Your $ Manager alerts will appear on the Dashboard once they have been
- Click ‘Save’.
![Email Message Contact Icon](/assets/files/zO2YqVgm/icon-green-email-40px.png)