Personal Finance Tool

The new Personal Finance Tool from StonehamBank is a powerful money management tool that’s integrated into your online and mobile banking experience. Here are just a few of the tools that will help you manage your money better, and simplify your life:

Account Aggregation

See all your financial account balances and transactions in one place, and get a complete financial picture. Personal Finance aggregates accounts from more than 10,000 financial institutions.

Expense Tracking

Get powerful insights on where, when, and how you spend your money. Personal Finance automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going.

Budgets

Visualize and interact with your budgets in a more useful way. Not all budgets are created equal, and using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need attention.

Security

The Personal Finance Tool is integrated into your online and mobile banking, to ensure that your sensitive information is protected with the highest of security standards.

Personal Finance Tool