Categorize transactions and build a budget to manage your spending, and set up savings goals to help stay on track with the new online banking system.
Table of Contents
CATEGORIZE TRANSACTIONS AND BUILD A BUDGET TO MANAGE YOUR SPENDING
The new online banking system will categorize some transactions automatically. You can also add or change the category of transactions, split transactions between multiple categories, and create new categories to meet your needs.
The Budgets system relies on the transaction categories noted above. You can set a monthly income target as well as monthly spending targets for specific categories (such as for groceries, your electric bill, dining out, etc.). The system will track your spending and income versus those targets. You can also opt to receive alerts letting you know you’ve exceeded your spending limit(s).
SET UP SAVINGS GOALS TO HELP STAY ON TRACK
You can tie one or more savings goals to each of your savings accounts. When setting up a savings goal, designate how much you need to save and a target date. The system will let you know the average amount you need to save each month to reach that goal and will track your progress toward reaching it.
CUSTOMIZE ONLINE BANKING TO FIT YOUR NEEDS
The new system supports customization so that you can organize online banking to display the features you use most often.
- Choose up to five widgets and put them in the order in which you’d like them to be displayed.
- Choose from more than a dozen decorative themes in the full version.
- Color code each of your accounts to quickly distinguish between them.
A MORE ROBUST MOBILE EXPERIENCE
Sunward's mobile apps have expanded functionality. You can send and receive secure messages; update your address, email address, and phone number; review eStatements; set up new billers in bill pay; and opt to use Balance Peek to see your account balances without logging in.
Go to gosunward.org/online-banking to learn more about the new online banking system, see frequently asked questions, and more.
