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Accessed through your Personal BankIowa Online Banking or Mobile Banking account, Personal Finance is a tool that allows you to link your accounts at other financial institutions and display them along with your BankIowa accounts in one location. This can include credit cards, loans, investments, and deposit accounts.
Linking the accounts is quite simple and once this is done, this free service will display balances and history of your accounts in one secure place. This will eliminate the need to log into your online banking accounts at other banks or credit unions to see balances and history!
This tool has several other impressive functions. These functions are displayed in graphs, trends, and timelines.
Transactions View transactions from internal and external accounts. Perform searches and even export data to a .csv file.
Categorization From groceries to entertainment, this tool will categorize your transactions.
Spending A visualization of spending categories over a defined date range. Users can view income sources and drill down to subcategories.
Budgets Make budgeting fun through this display of your financial data. You can customize budget categories, change the budget amount, view historical budgets, and change the projected income amount.
Trends Spending over time divided into categories. Users can drill down into subcategory views. You can also track income and define the date range.
Net Worth See your net worth over time. See how certain transactions affect overall net worth.
Debt Management Helps provide a path to financial freedom. This tool assists in managing a debt plan from liability accounts. You can view balances, APR, last payment date, and min payment. It also projects a debt payoff date and prioritizes the payoff of certain debts.
Goals Create goals and put to context using this visually appealing timeline. Users can name the goal and associate it with an internal or external account.
Cash Flow Know your spending habits. A feature that identifies recurring deposits and payments to show trends in a clear simplified view. This allows you to see the impact of additional recurring payments and act by planning for future expenses.
Alerts You have several alerts that can help you with your financial goals. These emails are based on your preferences and thresholds. Alerts include:
Learn more about what Personal Finance can do for you:
For Personal Finance assistance, please email us at firstname.lastname@example.org or call 800-433-0285. View our Personal Finance Terms and Conditions.
Toll Free 800-433-0285
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