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Personal Finance Manager

Online banking now provides a consolidated view of all your finances:

  • External Accounts

  • Cash Flow

  • Budgets
  • Investments
  • Goals
With this powerful and easy-to-use tool, you can now get a complete picture of your finances by bringing together information from all your accounts, including those from other financial institutions, credit cards, investment accounts,mortgages, and insurance into one centralized platform.

 

    Person writing check

    Take Control of Your Budget

    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. Our powerful software 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.

    See your full financial picture by connecting all your accounts in one place.
    Track spending, manage your budget, and stay on top of your goals.
    • All Accounts in One View
    • Quick Budget Setup
    • Insightful Charts
    • Savings Goals
    Whether you're planning for a big purchase, saving for a vacation, or simply want to better understand your spending habits, Rio Bank's Personal Finance Manager is here to help.
     

    Available exclusively to Rio Bank Retail Online Banking customers


    VIEW OUR PERSONAL FINANCE MANAGER VIDEO 
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