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预算工具

Get a consolidated view of all your accounts balances and spending habits.

注册利记

预算工具

Turn your mobile device into a budgeting toolbox.

关键特性

  • Quick, easy-to-understand views of 支出, 预算, 趋势, 现金流, 资产净值, 和债务
  • Link accounts you hold at other financial institutions to see an even fuller picture of your finances
  • No extra apps to install or additional tools to learn — it's all presented simply within your 利记 or mobile app

How do I turn on the 预算工具 in 利记?

预算工具 are built into 利记 and are just waiting for you to click on them! 

在你的电脑上, you will see the six tools listed across the top: 支出, 预算, 趋势, 现金流, 资产净值, 和债务. Click on any of those widget names to get started. 

在app上, click on the “预算工具” button on the home screen to get started.

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How do I link my accounts from other banks?

Linking accounts you hold at other financial institutions allows you to see an even fuller picture of your finances.

在你的电脑上, click the “Link Account” button located next to the budgeting widgets on the homescreen of 利记. 在app上, click the “预算工具” button on the homescreen and then “Link Account” in the navigation menu that appears.

You can choose from several major financial institutions. If you don't see the bank or credit union you want to link in the list, search for your financial institution. If you are unable to locate your bank in the list, then they may not be a participant with our 个人 Financial Management (PFM) provider.

You'll be asked to input your login credentials you use at your other bank to complete the connection. In order to link the accounts we must validate that you are the owner of the account and gain your authorization to retrieve the account information at your other financial institution. 通过提供你的证书, you enable us to access your account history at the other bank so you can see it in 利记.

While the connection is being completed, you can continue linking other accounts. Once the link is complete, you will see a notification on the homescreen.

It’s so convenient to see all of my finances in one place and be able to track my spending. I use the budgeting tools within online banking often and it’s helped me to find the best ways to manage my money.

——Carrie B. | 2016年加入至今
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