All Your Accounts, All in One Place.
Life is stressful; your finances don’t have to be. Our SBW Personal Financial Management (PFM) lets you see all your accounts in one place. Easily keep track of your financial transactions and balances, manage your spending and debts, calculate your net worth, and see spending trends over specific periods, all in one place. Simply connect your loans, credit cards, and deposit accounts to your SBW account.
Connect All Your Bank Accounts
Categorize Your Spending
Budget & Track Your Spending
Features:
- Net Worth: With this feature, you can easily track your net worth over time by viewing the combined value of all your connected accounts, both internal and external.
- Budget: Enables budget allocation for various expense categories and facilitates monthly progress monitoring.
- Spending: Provides a visual depiction of your expenditures over time, enabling you to understand how you allocate your funds and analyze your cash flow.
- Trends: Expands on budgeting categories for monitoring expenses against income over time.
- Debts: This feature provides a single platform to view all your debt accounts and evaluate the effect of additional payments or complete repayment towards reducing your overall debt over a period.
Get Started Today
Enroll using Online Banking or the SBW Mobile App and follow the prompts.
If you need help or have questions, call our Customer Support Line at (603) 352-1822 during regular business hours.
Don’t have the SBW Mobile App? Download it now!
