Insights

Looking for a smarter way to manage your money?

Insights is here to help.

We know that one of the hardest things about personal financial management (PFM) is simply organizing all of the details of your financial life.

And that’s why Insights is built to make it much easier to understand your spending and gain insights about how your money comes and goes each month.

Insights from Bank of Lexington can help you stay on top of your bills, your cash flow and your entire financial picture, so you can set clear goals and achieve them. Login to your online or mobile banking account and access Insights today.

Smarter Spending

On the home page of Insights you’ll see a spending wheel that shows you at a glance how much you’re spending on bills, entertainment/dining, retail, groceries and more. This gives you a head start on breaking your spending into more specific categories.

Better Budgeting

Build and view spending targets that are important to your financial big picture. Insights includes spending history, along with suggestions for staying on track. This gives you valuable intel based on your spending habits, and can help you build a more accurate budget.

Track Your Cash Flow

See down to the penny how much you have coming in – and going out – each month. Simply log your income and bills into the cash flow calendar.

Create Savings Goals

You can set up goals to help you plan ahead – like saving for a vacation or paying off credit card debt. Once that’s done, your Goal Summary will show you the completion date and the amount you need to save each month.

Add Another Account

You can sync accounts from other financial institutions to get a full picture of your finances.

How-To Guides

Please click to review the complete how-to guide for Insights information, or click on any of the links below for more information on how to:

Bank of Lexington