Personal Finance Manager

The all-in-one tracking, managing and budgeting finances tool

​​​​​The Bankers Trust Personal Finance Manager makes it convenient to track saving goals, monitor your investments and develop a budget to take control of your expenses. Available through Bankers Trust Internet Banking, the Personal Finance Manager helps you understand where your financials stand, by allowing you to:

Monitor All Your Accounts  ​

Simply link both Bankers Trust accounts, and accounts from other financial institutions, to provide a complete overview of your financial picture, including your home equity and investments.

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Reach Your Goals

Life events happen whether it is purchasing a home, traveling on vacation, or going to school. The Personal Finance Manager’s budget and spending tools can help prepare you for understanding your finances and achieving your goals.

Tracking Your Expenses

Knowing your transaction history is helpful, but 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 budget alerts so you receive an email or text message 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 your Internet Banking account. If you do not yet have Internet Banking set up, enroll today. Contact Bankers Trust to learn more.
 

Personal Finance User Guide
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Select the Bankers Trust credit card that best fits the way you make purchases today.

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