Benefits

State Bank of Southern Utah’s Personal Finance Management tool, available through its Online Banking platform, empowers you to take control of your financial well-being with ease and clarity. This feature allows you to create budgets, track spending, and monitor financial trends across all your accounts—including those held at other institutions. By linking external accounts, you can gain a comprehensive view of your financial picture, making it easier to manage assets and liabilities in one place. The intuitive dashboard includes visual tools like spending categories and trend charts, helping you identify where your money goes and where you can save.

To get started, you simply log into your SBSU Online Banking account and navigate to the “Spending” tab. From there, you can add accounts, set financial goals, and customize alerts to stay on track. This tool is especially useful if you are looking to reduce debt, build savings, or prepare for major life events like buying a home or planning for retirement. With its user-friendly interface and powerful features, SBSU’s Personal Finance Management system is a valuable resource if you are seeking to improve your financial literacy and make smarter money decisions.