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Looking for a smarter way to manage your money?

INSIGHTS by Citizens Bank 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 by Citizens Bank is built to make it much easier to understand your spending and gain insights about how your money comes and goes each month.

INSIGHTS 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.

Smarter Spending
On the INSIGHTS home page 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. The new insights feature includes spending history, along with suggestions for staying on track.

Add a Spending Target today
Look at the budget insights for guidance on what to budget based on spending.

Step 1:   Navigate to Budgets and click on “View Budgets.”
Step 2:   Click on the Spending Target you’d like to edit from the list.
Step 3:   Click “Edit Budget” to edit or delete.
Step 4:   You can change the name, amount, tags, and accounts associated with this Spending Target from here.

That’s it. It’s that simple.

Insights by Citizens Bank Start Guide

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