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Managing your finances

Budgeting is an important part of managing your finances. A budget helps you see what you’re spending, saving, and investing, and can be adjusted to fit your income, lifestyle, and goals.

Start by writing down your goals, both short- and long-term, including everything from items you want to purchase, to buying or improving your home, travel, college, etc. Once you have your goals, record your income and expenditures. Monthly is a good place to start. Once you have your data, we can help.

Personal Financial Management (PFM) – Online Banking Suite

The First Source Online Banking Suite includes easy-to-use tools for budgeting. The Budgets section allows you to add categories, categorize transactions, enter income and expenses, and set up multiple budgets and savings goals. It’s a great way to see your budget big picture and manage it as you go.

Personal Financial Management Helpful Tips

Enjoy a wealth of free online educational articles, tips, and interactive calculators through our Banzai! Program. There are also learning labs for children and adults with real life financial scenarios in an interactive “choose your own adventure” format.

Budget Planner

In an effort to make your budget more understandable, and easier to stick with, we offer the BALANCE Financial Fitness Program. This program provides free access to educational webinars, tools, guides, and accredited counselors to make creating and balancing your budget manageable. Be sure to take advantage of the Budget Planner, a free guide which you can download directly from BALANCE.

You can also always make an appointment with one of our Financial Service Representatives for help in managing your finances.

Budget Smarter by getting started now, and fine-tuning your budget along the way. In no time, you’ll feel more in control of your finances. Live Smarter with budgeting tools from First Source.

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