Personal Financial Management


All Your Finances, All In One Place

AllData Personal Financial Management is a fully integrated online aggregate tool available in Online Banking.  AllData gives you the ability to effectively manage financial activities such as transaction categorization, budgeting, and financial planning for accounts held at any bank or investment firm. 

  • Analyze income and spending.
  • Set personal budgets and goals to improve your overall financial position.
  • Classify accounts into different financial categories such as banking, credit card, investment accounts, and cash transactions. 
  • Tools , such as Cash Flow, Net Worth, Recent Transactions, Budget Watch, and Alerts help you stay on top of your finances.


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