Personal Finance is a digital money management tool, integrated into online and mobile banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization, and mobile access are just a few of the tools to guide you along your way. And it's all available at no additional charge for Chambers Bank online banking customers.
See all of your account balances in one place–not just your Chambers Bank accounts.
View your various financial account balances and transactions in one convenient place and get a complete picture of your finances. Our Personal Finance tool collects data from 10,000+ financial institutions to help you see your total financial health, not just the amounts you have in your checking or savings accounts. You can add loans, credit cards, investments, 401Ks and more... even if they're not Chambers Bank accounts!
Identify budget areas that need the most attention.
Visualize and interact with your budgets in a more meaningful way. Since not all budgets are created equal, using circles or “bubbles" to represent budgets allows you to quickly identify budgets that need the most attention. This feature also helps you set financial goals–such as growing your travel account or emergency fund–and helps you work toward meeting those goals.
Learn more about how you spend your money.
Get powerful insights on where, when, and how you spend. Personal Finance automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going.
Protect your sensitive information with online security.
We’re committed to confidentiality, integrity, and security. With that in mind we’ve integrated Personal Finance into your online and mobile banking to ensure that your sensitive information is protected with the highest of security standards.
To use Personal Finance, Chambers Bank customers must first enroll in Online Banking and accept Chambers Bank’s Online Banking terms and conditions. Once you’re enrolled, sign into Online Banking and select the More tab at the top of your screen. Select Personal Finance to begin.
After enrolling in Personal Finance, you'll receive an email asking you to verify your email address. Verification is required to receive Personal Finance alerts. If you change your email address, an email will be sent asking you to verify your new email address.Log into Online Banking
Link your accounts
Enroll in Personal Finance and the accounts you have with us are automatically linked to Personal Finance. From the start, you can take advantage of transaction, spending, budgeting, and debt management tools, and view your cash flow. To get a more complete picture of your finances, link the accounts you have at other financial institutions.
Full instructions on linking your accounts can be found on our Personal Finance page.
Get a complete picture of your finances
You add the institutions you do business with, and Personal Finance retrieves the eligible accounts and transactions automatically. Don’t have an online account for some of your financial information? Then link accounts manually and provide basic account information. You’ll want to modify the information for manual accounts if anything changes over time. The more accounts you link, the more complete your financial picture will be.