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Northway Bank

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MyFinance


Get the complete picture of your finances.


Automatically track spending, set budgets, and achieve your savings goals – all in one, easy-to-use tool.

myfinance

Get a full picture of your spending habits, set budgets and hit your savings goals. 

reference guides

Learn the ins and outs of how to use this powerful tool with our handy reference guides.
 
 
 
 
 
 
 

MyFinance


Understanding your spending habits is the first step to setting an achievable savings goal. MyFinance tracks your spending across all accounts (including non-Northway Bank accounts) to give you a full picture of your spending habits. Use this powerful information to set a budget you can stick to – and start hitting your savings goals with confidence.



 
 
MyFinance features:
  • Simplified budgeting tools
  • Easy to use interface
  • See your upcoming bills and income in a clean, calendar view
  • Mobile integration and iOS compatibility
  • Auto-categorization of transactions
  • Integration of your non-Northway Bank accounts for a full picture of your finances
  • Email and text alerts
The tool is free,* but the insights are priceless.
 
 
  • Login to Online or Mobile Banking (or enroll in Online and Mobile Banking)
  • Click or tap the MyFinance tab
  • Follow the prompts to get started
 
 

Getting the most out of MyFinance does not require a lot of time. It takes just a few minutes to set up a few of the tools in MyFinance to gain a better view of your financial situation.

Dashboard

  1. Add accounts from other financial institutions. Your primary accounts will automatically be added the first time you use MyFinance.
  2. When you add accounts, your transactions and balances will update accordingly.
  3. Your transactions will categorize themselves with ‘tags’. To personalize these categories, select the transaction and edit the tag.

Spending Targets

  1. Navigate to the Budget tab to create Spending Targets and begin tracking spending by category.
  2. Click the ‘Add a new spending target’ button and follow the prompts to begin tracking your spending by category. Popular categories to track are groceries, dining out and household.

Cashflow

  1. Navigate to the Cashflow tab to see your projected day-to-day cash flow.
  2. Add Incomes & Bills like your paycheck, rent or utilities to more accurately forecast your cash flow.

Goals

  1. Follow the prompts in the Goals tab to create one or more financial goals.
  2. Select from the available savings and payoff goal types to begin tracking your progress towards your financial aspirations.

Congratulations!
You’ve completed the Quick Start set-up. Now continue to explore and monitor your finances!

Be sure to add the MyFinance phone number (802-487-8054) into your contacts for text alerts.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Reference Guides


Easily get support within the MyFinance tool by clicking the “Help” button (not available within the Mobile Banking App). You can also use one of our handy reference guide PDFs to get the full details.



 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
*Northway Bank does not charge a fee for this service. Data or internet access fees charged by your wireless provider may still apply.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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