TruStone Financial Tracker

Financial Tracker

Reach your goals with the TruStone Financial Tracker!

This feature of mobile and online 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!

choose a goal

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.

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!

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