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Personal Finance, available in Online Banking and through the Independent Mobile app, is a tool that allows you to consolidate multiple accounts, including other bank accounts, credit cards, and investment accounts into one place! You can create budgets, manage trends, and even set financial goals!
Watch these videos to learn more about Personal Finance and how to use the features.
Personal Finance Overview
When I try to aggregate an account from another bank, I get an error.
An account can be added manually if a connection can't be found, but your transactions would need to be updated manually as well.
I didn't receive an email verification notification.
My Independent Bank accounts are loading very slowly.
When I add my external accounts, it is asking me to perform additional validation steps.
Depending on the financial institution, you may be required to provide additional security information every time you retrieve financial information from another bank.
I can't see my account numbers in Personal Finance.
Some of the categories of my transactions in Personal Finance aren't right.
The categories in Personal Finance don't match those I am using in Online Banking.
The balance in my account isn't the same in Personal Finance as it is in Online Banking.
My other bank account balances don't match what I see when I log in directly to that site.
When I click on the Transactions Tab, it shows all transaction history for all accounts.