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Using the Spend Forecast tool in digital banking

The Spend Forecast widget in digital banking allows you to budget and anticipate your monthly cash flow. Here’s how to set it up to see your spending projections.

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

From the home screen, scroll down to the Spend Forecast widget and select Activate.

Spend forecast in mobile, activating

Review and accept the terms and conditions, and select Activate.

Note: Activation may take up to 24 hours.

Once Spend Forecast is activated, you’ll be asked to review your checking, savings and money market accounts and events to ensure your Spend Forecast is accurate.

Select Start Review

Spend forecast in mobile, step 1

To add or remove accounts from your Spend Forecast, check or uncheck the boxes next to each account.

Select Next.

Spend forecast in mobile, step 2

You will now be able to see your forecasted events whenever you log in.

Select View Detail for more information.

Spend forecast in mobile, step 2

To manually add events to your Spend Forecast, tap the plus sign (+) at upper right.

Spend forecast in mobile, step 4

On the Add an Event screen, enter all the details for the event.

Please note: To add a recurring event (weekly, monthly, etc.), you will need to add both a beginning and an end date, as well as the frequency.

Select Add when done. Your events will be visible under the Events tab, by date.

Note: Events entered in the past will not be included in your spend forecast.

Spend forecast in mobile, step 5

Spend forecast in mobile, step 6

You may also edit or delete events.

From the main Spend Forecast screen, select the Events tab, and tap on the event you wish to edit or delete.

Spend forecast in mobile, step 7

Once you have completed your changes select Save.

To delete the event, select Delete Transaction at bottom of the screen.

You’ll be able to see the amount the system estimates you have left to spend, as well as events (deposits and withdrawals) predicted in the near future.

Spend forecast in mobile, step 8

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

On your Dashboard, scroll down to the Spend Forecast widget and select Activate.

Spend forecast on desktop, step 1

Review and accept the terms and conditions, and select Activate.

Note: Activation may take up to 24 hours.

Spend forecast on desktop, step 2

Once Spend Forecast has been activated, you’ll be asked to review your checking, savings and money market accounts and events to ensure your Spend Forecast is accurate. Select Start Review.

Spend forecast on desktop, step 3

To add or remove accounts from your Spend Forecast, check or uncheck the boxes next to each account.

Select Next.

Spend forecast on desktop, step 4

From your dashboard, scroll down to the Spend Forecast widget to see your projected spending amount.

Select View Detail for more information.

Spend forecast on desktop, step 5

Spend forecast on desktop, step 6

To manually add events to your Spend Forecast, click the plus sign (+) at upper right.

Spend forecast on desktop, step 7

On the Add an Event screen, enter the full description, including currency, amount, description, account deposited to and date.

Please note: for a recurring event (weekly, monthly, etc.), you will need to add both a beginning and an end date.

Select Add when done.

Your events will be visible under the Events tab, by date.

Note: Events entered in the past will not be included in your spend forecast.

Spend forecast on desktop, step 8

You may also delete or edit events.

From the main Spend Forecast screen, select the Events tab, and tap on the event you wish to edit or delete.

Spend forecast on desktop, step 9

Once you have completed your changes, select Save.

To delete the event, select Delete Transaction at bottom of the screen.

You’ll be able to see the amount the system estimates you have left to spend, as well as events (deposits and withdrawals) predicted in the near future.

Spend forecast on desktop, step 10