What report widgets can I view in the Personal Finance Management tool?

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You can view the following report widgets in the Personal Finance Management tool through Digital Banking:

  • Net Worth – Offers a view of your net worth as calculated by subtracting your debts from your checking, savings, and investment accounts. This report is meant to be used once all of your accounts are linked.
  • Budget – Helps you understand your financial progress and trajectory.
  • Spending – Provides a graphic and numeric summary of your spending, sorted into categories.
  • Trends – Displays spending habits over long periods of time.
  • Debts – Displays a summary of your current debts.

Log into Digital Banking to review your report widgets.

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