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MyBudget

Simplify Your Finances. Imagine the Possibilities.







Make a commitment to your financial fitness by automating your savings or pay-off goals. Set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card. When you determine a goal in MyBudget, you're creating a plan that can lead to financial success. Just imagine the possibilities!

With MyBudget managing your finances is easier than ever.
    • Get your complete financial picture
    • Sync accounts from 17,000 financial institutions
    • Tag transactions to understand spending habits

  • Make informed choices with the cash flow calendar
  • Set goals and visually track your progress


You need a plan. We can help!

It pays to set your financial goals and make a plan to get fiscally fit. Add a savings goal or pay-off a goal in MyBudget and we’ll help you reach it. 


How do I start? 

  1. Log in to NetTeller Online Banking and click on the MyBudget Tab
  2. Click the 'ADD' button in your left sidebar to add additional accounts from other financial institutions to view all your accounts in one place.
  3. Enter your financial institution's name into the search box. Check the URL associated with the institution to make sure it is where you normally access your account(s).
  4. Enter your login information EXACTLY as you would when logging into your financial institution directly and click 'CONNECT'.
  5. Classify your account(s) by type.
  6. Start viewing all of your accounts in one place!

Other Helpful Tips:

  • Customize the 'tag' names on your transactions to get the most accurate financial picture.
  • Set up monthly Spending Targets within the 'Budget' area to organize your tagged transactions.
  • Use 'Cashflow' to track regular incomes and bills.
  • Create specific financial targets under the 'Goals' tab.
     

Add a Goal & Stay on Track

MyBudget makes it simple to stay on track. Set goals, and maintain your finances responsibly.
  1. Select "Add A Goal" on the goal dashboard.
  2. Select your desired pay off or savings goal.
  3. Fill in the required information.
  4. Click the "Create" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.
Goals will automatically update your progress and will reflect your day-to-day account balances.





Maybe you're the talking type.


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