Insights: Enlightening Your Financial Future

Looking for a smarter way to manage your money? Insights 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 is built to make it much easier to understand your spending and gain insights about how your money comes and goes each month. Insights from Citizens Community Bank 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.

Get Started Guide

Insights Features & Overview

• View a full financial picture:
  Add other financial accounts, including mortgages and credit cards, to Insights for a view of all account balances and transactions in one place. Insights will then automatically track your relationships so you can track spending, set budgets and calculate your net worth.
• Easily create budgets, categorize and track spending habits:
  Quickly create a budget and start tagging your transactions to see where and how you spend your money. By seeing how you reach a spending target you can make smarter choices about how you spend.
• Bring your budget to life:​​​​​​​
  Using the interactive cash flow calendar, you can see how much money you have available to pay bills and other expenses day by day, allowing you to make informed choices on when to schedule bills and other spending.

• Set and track goals:
  Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Insights to create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.
• Build wealth and watch it grow:
  No need to keep manually updating a spreadsheet. Insights helps you quickly add up all your assets and debts to show you an up-to-date estimate of your net worth.
• Stay informed with account alerts:
  With Insights, you really are in control. Be alerted when an account balance changes significantly, transactions to a specific retailer occur, when you are close to exceeding a spending category, and more.

Where can I find Insights?

Insights is embedded within both Online and Mobile Banking, so there are no additional downloads or registrations required. Once you login to either platform, it is easy to navigate to Insights.