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How do I add an account to Budget Tools?

You can add an account to Budget Tools quickly and easily by following these steps:

  1. Log in to Online Banking
  2. Select your checking account, then click on Budget Tools.
  3. In the Budget Tools Dashboard, add any additional accounts held at other institutions by clicking on the 3 dots next to NetWorth link. Then select the option “Link Account”.
  4. Enter your financial institution’s name into the search box.
  5. Select the correct institution from the options that appear.
  6. Enter your login information exactly as you would when logging into your account with that financial institution and select “Connect.”
  7. To classify your account(s) by type, choose the closest choice. If the exact account type is not listed, input a custom account name. This can also be edited from the Dashboard.
  8. Select “Save.”

 

Gain 24/7 control of your accounts with Online Banking.

Online Banking allows you to manage your bank account quickly and easily from your computer. You can check your balances, make transfers, pay bills, and more.

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