Personal Finance Manager

The Bankers Trust Personal Finance Manager is a convenient tool that makes it easy for you to track saving goals, monitor investments and develop a budget. You can even pull in financial information from outside accounts to get a better picture of your financial situation. Personal Finance Manager comes at no additional cost to Bankers Trust customers, and is easily accessed through your Internet Banking – no additional login necessary!

Benefits of Using Personal Finance Manager

  • Monitor all your accounts – Simply link accounts from other financial institutions to provide a complete overview of your financial picture and net worth, including your home equity, real estate and investments.
  • Reach your goals – With the Personal Finance Manager’s budget and spending tools, you can better prepare for upcoming expenses and achieve your goals, whether it’s purchasing a home, expanding your family, taking a dream vacation or continuing your education.
  • Track your expenses – Knowing your transaction history is helpful, and breaking down your purchases by category can help you understand where your money is being spent. The spending tool has automated and customizable categories to fit your lifestyle.
  • Receive alerts – The best way to stick to your budget is being able to track your spending, even when you’re on the go. The Personal Finance Manager allows you to set up email or text message alerts to let you know when you are close to or exceeding your budget goals.

Get started today

Start taking advantage of the Personal Finance Manager’s budgeting tools today by logging in to Bankers Trust Internet Banking. Contact us or stop by any Bankers Trust location to learn more.