Financial Tools are a unique and easy way to track finances across any accounts at Centris, other financial institutions, and outside creditors.
Benefits
- Helps members reach their financial goals with the ability to use a free budgeting tool that tracks progress
- Saves time by graphing spending habits across all accounts in a visual representation
Features
- Ability to link external accounts and manage finances by seeing all transactions in one place
- Add any assets to be able to see a full financial picture
- The account summary wheel shows where all money is spent
- Ability to see a net worth graph that will track net worth over the course of each month
- Track trends in spending and compare it to income
Use the Digital Hub resources including the Navigation Guide for both browser and mobile devices to assist our members in establishing their online banking.