It’s easier than ever to get insights into your finances with Insights. You can build personal budgets, manage your cash flow and set goals for the future — all in one intuitive interface. It’s one more way First Bank Elk River helps you achieve your financial goals.
Step 1: Click different parts of the wheel to see your spending
breakdown. Transactions are sorted automatically into
these categories with ‘tags.’
Step 2: To personalize your categories, or split the transaction
between tags, click on a transaction and edit the tag.
Step 3: When you select a transaction from the dashboard you can
also change the name of the transaction, create a budget
or add a recurring transaction to your Cashflow Calendar.
Step 1: Navigate to Budgets and click on “View Budgets.”
Step 2: Choose one of the Spending Targets.
Step 3: Select “Edit Budget.”
Step 4: Personalize your spending target by changing the monthly amount and item name (for example: “Baby Expenses”). Choose the purchase category tags you want to include in this budget.
Step 1: Navigate to the “Cashflow” section.
Step 2: Click the plus sign to add your income or bills.
Step 3: Put in your monthly income and expense amounts to
calculate your monthly cash flow.
Step 1: Navigate to the “Goals” section and select “Add Goal.”
Step 2: Select your desired pay off or savings goal.
Step 3: Fill out the name of the goal, which accounts you’ll use and your target date.
Step 4: Click “Save.” Your goals will automatically update based on your progress and day-to-day account balance.
Step 1: Navigate to the “Accounts” section.
Step 2: Click the plus sign to “Add Linked Account.”
Step 3: Select an institution or use the search to find your institution. Enter the account information and select “Connect.” You’ll see a notification on your Dashboard once the account is successfully synced.