Money Insights

Money Insights from The Callaway Bank lets you easily create budgets, categorize and track spending habits, create and track goals, and a whole lot more. This new service is available for no additional charge within Digital Banking for clients with personal checking accounts.

A Quick Look at Money Insights:

Budgets: Quickly create a budget and start tagging your transactions to see where and how you spend your money. By seeing how you reach a spending target you can make smarter choices about how you spend.

Track Cash Flow: The cash flow calendar brings your budget to life through an interactive calendar. With the calendar, you can see how much money you have available to pay bills and other expenses day by day…allowing you to make informed choices on when to schedule bills and other spending.

Set and Track Goals: Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Money Insights to create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.

Alerts:¬† Stay informed with account alerts by email or text. With Money Insights, you really are in control. Be alerted when an account balance changes significantly, transactions to a specific retailer occur, when you are close to exceeding a spending category, and more. No more need to login to home banking constantly to track activity…let Money Insights keep you informed.

Money Insights Desktop Overview Video

Money Insights Mobile Overview Video