A personal financial management tool at no extra cost
Use our free customizable financial management tool to monitor spending and savings for all your accounts, no matter where they are.
- Dashboard - simple and customizable.
- Cashflow calendar - manage your income and expenses.
- Retirement tools and calculators - set goals for your retirement.
- Alerts - bill reminders, goal progress, budget status and more.
- Split transactions - for more detailed expense tracking and control.
- Categorization - transactions are automatically categorized.
Easily Track Your Funds
You can create and follow a budget, set goals, plan for retirement, and much more!
Add and Sync Accounts
Sync all your financial activity, including accounts from other institutions in one place for easy tracking! You can sync checking, savings, credit cards, loans, and investments.
Create Useful Budgets
Create budgets, spending targets, track spending habits, and more with our Funds Tracker!
The cash flow calendar allows you to view your cash flow through an interactive calendar. Here, you can also add an income or bill. You can add the cash flow calendar to your dashboard for easy access.
You can set, track and view goals. You can also add Goals to your dashboard for easy access.
Track Your Net Worth
The net worth option allows you to add up assets and debts for a real-time estimate of your net worth!
Create alerts to keep track of balances, updated on balances, transactions, financial goals, budgets, and more!
With the tagging ability, you can categorize each transaction. If one of your transactions has multiple categories, you can split the tags.
Your locally owned and operated bank now provides you with current banking services to assure you your money is secure in a way you can easily manage. Use Heartland Bank's Digital Suite of services, including Online Banking, Mobile Banking, Mobile Deposit, and Person-to-Person Payments.