Does Veridian have a money management tool?
Yes! You can now manage your money from a user-friendly tool in Online Banking. To begin, select "Financial Wellness" in the menu and select "spending". Here, you can choose what to name your budget, which account you're budgeting for, and add your income and expenses. You can choose from a variety of categories and sub-categories to fit your expenses.Some of your transactions at well-known retailers have already been categorized for you. If there are any transactions that you want to add to your budget but aren't yet categorized, you can easily choose a category or sub-category for these right next to your transaction.
After you've set up your budget, you can see a summary, as well as individually track your spending, income, and transactions. View these for the month, or choose a range of time to view.