New Year, New Insights into Your Finances
Start the year with the right mindset for better money habits. Insights is a free digital banking tool to encourage smarter spending and saving. Here are three ways to take control of your finances this year:
- Monitor your spending - Tracking where and what you spend your money on each month will give you clarity on building a more accurate budget. By logging your income and bills into Insights cash flow calendar, you can see how much money you have going in and coming out each month.
- Achieve your financial goals - Create savings goals to help you plan for the future. Examples of goals are "Italy vacation," "student loan debt," and "new home fund." Once you set them in Insights, the goal summary page will show you the amount you need to save each month to hit your goals by the completion date.
- Get a complete picture of your finances - In Insights, you can sync accounts from other financial institutions and investment firms to get a full picture of your finances and see your net worth.
Engaging with your finances regularly is an easy way to set up a bright financial future. Get started with Insights in your SFB online account today! Learn more here: www.sfbank.com/digital_banking
