Personal Finance Management

Manage your day to day financial activities!

Now you can get a complete picture of your finances by bringing the information from all your accounts into our easy-to-use Personal Finance Manager. This tool allows you to collect your account data from other financial institutions, credit cards, investment accounts, mortgage and insurance accounts into one place. Then, with all your information at your fingertips, our tools help you analyze your spending, track your investment portfolios, reach savings goals and take control of your finances.

Trends allows you to:

• Build a budget in minutes and automatically track spending for each category
• Get customized spending alerts when you are approaching the spending limits in budget categories 
• Categorize transactions automatically to keep your budget up to date

Trends also provides a complete picture of your personal finances from within eBranch through the use of the following categories:

• Account Aggregation
• Dashboard View
• Transactions
• Analysis
• Budgets and Goals
• Investments
• Settings Management

Sign up for Trends through eBranch

Need help? Check out our resources:

• Check out our instructional video

  

• Trends FAQs

Visit us, call us at 408.524.4500 or 1.855.500.P1CU, or email us for more information.