Take Control of Your Finances with Insights Money Manager
Unlock Financial Clarity: Insights is Now Available
Take control of your financial future with Insights, our free money management tool now available within Trailhead’s digital banking. Effortlessly monitor your cash flow, set personalized financial goals, plan your monthly budget, and track your net worth—all in one place.
The power of Insights extends beyond your Trailhead accounts. Seamlessly integrate external accounts, including loans, credit cards, and 401(k) plans, to gain a comprehensive view of your entire financial landscape.
Insights gives you the tools to manage your finances with ease:
- View and track your spending categories: Gain valuable insights into your spending habits to identify opportunities for savings.
- Connect all your accounts: Seamlessly connect external accounts, including loans, credit cards, and 401(k)s, for a complete financial overview in one place.
- Budget efficiently: Create personalized budgets and receive real-time alerts to stay on track and achieve your financial goals.
- Predict your cash flow: Leverage the cash flow calendar to anticipate upcoming expenses and ensure you have sufficient funds.
- Track and grow your net worth: Monitor your financial progress over time with our intuitive Net Worth Tool.
Start your journey to financial wellness. Log into digital banking, and click the Insights tab.