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Personal Finance Manager

Itasca Bank's Personal Finance Manager can help you navigate your finances all within one dashboard.

Wouldn’t it be great if you could have all of your financial information right at your fingertips? Track your checking account transactions, and see if your savings goals are being met? Maybe, easily check on your credit card activity right now too. When you enroll in Itasca Bank's free Personal Finance Manager, you just need to log into your Itasca Bank online banking profile to see all  your financial activity and more.

This personal finance manager is accessed through our online banking service and provides you with your own personal financial dashboard. All your accounts—credit and debit cards, loans, 401K, goal-based savings, including non-Itasca Bank accounts - can be seen to help you in assessing and planning for your immediate or long-term needs. Plus, you can do so securely and easily from your desktop or mobile phone. It's all in one location within your Itasca Bank online banking account.

Take advantage of this simple way to interact with your finances. You’ll gain all the information you need to handle your finances, integrated right into your everyday banking activities.

  • You'll get quick, easy-to-understand views of:
    • Budgets
    • Spending
    • Net worth
    • Debts
    • Trends
    • Balances/activity 

Ready to start effortlessly managing your finances? Log into your Itasca Bank online banking account. On your dashboard, click on Link Account under Financial Tools to get started.

Don't have online banking? Sign up today.

Consumer Online Enrollment Instructions 
Click here to enroll for Personal Online Banking.

Please contact one of our Relationship Bankers at 630-773-0350, if you have questions or need additional help with our personal financial management tools.

When sending an email to anyone at Itasca Bank & Trust Co. with account numbers or any other confidential financial or personal information, please be sure to use our Secure Email system.  

You can also send a secure message right from your online banking account, by clicking on 'Menu' and then 'Messages'.

For Online Banking questions Email us.

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