Personal Finance Money Management Tools
The Bankers Trust Personal Finance Money Management Tools make it easy for you to set and track saving goals, monitor investments and develop a budget. Add your accounts from other institutions so you can view your whole financial picture in one place. Nearly any financial account can be linked — checking and savings accounts, investment accounts, credit cards, loans, mortgages, and other lines of credit. The Personal Finance Money Management Tool comes at no additional cost to Bankers Trust customers and is easily accessed through your Internet and Mobile Banking – no additional login necessary!
Benefits of Using the Personal Finance Money Management Tools
Monitor all your accounts
Simply link accounts from other financial institutions, along with your Bankers Trust accounts, to provide a complete overview of your financial picture and net worth, including your home equity, real estate and investments.
Reach your goals
With these 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 tool allows you to set up email alerts to let you know when you are close to or exceeding your budget goals.
Get Started Today
Start taking advantage of our Personal Finance Money Management tools today by logging in to Bankers Trust Internet Banking.
Contact us or stop by any Bankers Trust location to learn more.