Reach your financial goals

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TruStone Financial Tracker

Helping to reach your financial goals

This feature of digital banking allows you to:

 
  • Create budgets
  • Set financial goals and track your progress
  • Sync accounts from more than 17,000 financial institutions
  • Tag transactions to understand spending habits
  • Set up cash flow calendars to help you make informed choices
  • And more

With easy-to-understand charts and visuals, our Financial Tracker gives you the full picture of your financial health and helps you stay on track with your goals.

Start using it today!

Log into online or mobile banking and select “Financial Tracker” in the menu. Next, set your first goal:
 
  1. Go to “Goals,” and select “Add Goal.”

  2. Select your desired pay-off or savings goal.

  3. Fill in the required information.

  4. Click “Save” to add the new goal.‚Äč
Setting a goal is just one important step you can take in tracking your finances. Explore more within online banking or the mobile app today!

Get access and get moving.

Click "New User" from the login screen or TruStone's digital banking app to get started today.

  Download for iOS Download for Android