Your total financial picture!

With our robust financial management tool, you can see the big picture or dive deep into your finances. Connect your non-Emprise Bank accounts and manage your financial life all in one place. 

Personalized insights based on your activity can help you take steps to improve your financial health. 

rotating screenshots show a circle chart for spending and colored bubbled for budgets and a line graph for net worth

Manage spending, pay down debt, and track your net worth. Get notifications on your subscriptions, tips for saving extra cash, and even your weekend spending summary. Login to digital banking or the app to get started!

  • Connect external accounts
  • Manage your money in one place
  • Get powerful personalized insights

Spending

Spending is a visualization of your transactions. You can choose a date range to view and then drill down into categories and even individual transactions. As you select the categories you prefer for your transactions, MyInsights will learn your preferences.

Net Worth

The Net Worth tool is a great way to track your overall financial progress. To get the most comprehensive financial picture, connect all of your external accounts including deposits, loans, mortgage, even your investments or 401k.

You can also add in the value of your assets, such as your home. To best use Net Worth, you will want to connect all of your financial relationships and add any assets of value, such as a home or other real estate.

Debts

Learn how you can become debt free! You can connect all of your debts (credit cards and loans) and select a pay off strategy to pay down your debts. Once you choose your strategy, edit the total monthly pay down to see the impact extra payments can make on your goal.

myInsights debts showing mortgage payoff adjustments

Helpful hint: To avoid getting an “Oops! We can’t show payoff dates for any debts…” message, you need to add your minimum payment, rate, and beginning loan balance. Click on the loan to add your details.

enter account details to avoid getting the oops message in debts insights