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Personal Financial Manager

Personal Financial Manager logo

Our Personal Financial Manager tool allows you to manage your money from your AltaOne Online Banking account by allowing you to see where and how you spend your money, and more.




Interactive Spending Wheel
View your top expenses in real-time. Click the center to see a list of transactions from each category, to stay in touch with your spending and overall finances.





Easy Budget Tools

Build and view spending targets that are important to your financial big picture. The new insights feature provides your spending history, along with suggestions for staying on track.




Spending At a Glance

The analyzer quickly shows your percentage and total amount spent in each category; while allowing the user to customize the date range to identify any trends.




Cash Flow Control

By adding your paychecks and expenses, you’re now able to view income and spending trends right from the dashboard. The better you understand your cash flow, the easier it is to manage it on a daily, weekly and monthly basis.





Net Worth Snapshot
Track your investments, wealth and debts all in one place; while having access to monthly, quarterly, and annual trends. Your financial future is just as important as your day-to-day.

 


Looking for ways to manage your credit wisely?

Check out our Personal Financial Coaches page featuring an interactive guide that coaches you in managing your credit so you can achieve your goals.