The NBT Online Banker experience for personal banking customers includes access to your very own Personal Financial Management Tool.
Your Personal Financial Management Tool is accessible through the Personal Finance tab in your main menu options in NBT Online Banker.
Once enrolled, this tab will offer you the ability to review your entire financial picture from one easy-to-use resource. You’ll be able to add information from all of your financial accounts at NBT Bank and other financial institutions to allow you to review what you’re spending, what you’re saving, how you’re tracking against goals and so much more.
This resource will allow you to customize how you view and manage your money through features such as:
- Viewing account balances
- Comparing your account activity month-to-month
- Tracking and categorizing spending
- Setting budgets and goals
- Calculating your net worth
- Generating reports
- Reviewing graphs and charts of your financial activity
- And so much more.
Login to NBT Online Banker to get started pursuing your financial goals!
We have recently made an upgrade to our Personal Financial Management Tool, if you used the older version, please login to see our upgrades!