What is the Budget Tool?
The Budget Tool is a robust, feature-packed Personal Finance Manager that helps you stay on top of your budget and financial goals:
- Track expenses across customizable categories
- Use your expense history to build an accurate budget
- Create savings goals and track your progress
- Analyze your spending patterns to reduce unnecessary expenses
- Track the performance of your investments
What do I need to use the Budget Tool?
Using this powerful tool is easy. By clicking the Budget tab and then categorizing your online banking transactions, you can begin learning where your money goes and looking for places you might be able to save.
What types of accounts can I include in the Budget Tool?
By default, the Budget Tool will include all your Border Bank accounts, as well as loans. Using a feature called "account aggregation," you can also include any other accounts for which you have online access. For example, you can bring in data from:
- Investment Accounts
- Mortgage/Home Loans at another institution
- Outside Checking or Savings Accounts
- Outside Auto or personal loans
- Outside Credit Cards
How secure is my personal account information?
Border Bank uses the latest Internet security available, including secure communications (SSL), firewalls, 256 bit encryption, and operating systems that have been designed to provide maximum security.
Do I need extra software or hardware to use the Budget Tool?
No extra software is necessary. You can access your Budget from almost any PC that has Internet access.
Will Budget work with my current Internet Service Provider?
Yes, Budget works with any ISP.
Need Assistance?
If you have additional questions, contact Border Bank for assistance.