Get Insights
Build your financial health.
Manage your financial life all in one place.
With our robust financial management tool, you can see the big picture or dive deep into your finances. Connect all your external accounts to manage your money in one place, and get an overview of your spending.
Get powerful, personalized insights.
Personalized insights based on your activity can help you take steps to improve your financial health. Get notifications on your subscriptions, tips for saving extra cash, and even your weekend spending summary. Log into digital banking or the app to get started!
Check your progress by tracking your net worth.
To get the most comprehensive financial picture, connect all of your external accounts including deposits, loans, mortgage, even your investments or 401k. You can also add in the value of your assets, such as your home.
A Working Parent's Helping Hand
Keep your focus on your kids, not your finances, with help from the Insights tool. Know when bills are coming due, manage your savings, and build a secure financial future.
Visualize Your Financial Future
Follow your money and make it last. Be aware of unusual purchases with the Insights tool, and review and categorize transactions to always know where it's going.
Learn how to become debt free.
You can connect all of your debts (credit cards and loans) and select a pay off strategy. Once you choose your strategy, edit the total monthly pay down to see the impact extra payments can make on your goal.
Helpful hint: To avoid getting an “Oops! We can’t show payoff dates for any debts…” message, you need to add your minimum payment, rate, and beginning loan balance. Click on the loan to add your details.
Keep Track of Spending as a Student
Get the tools to stand on your own financial feet. Insights keep track of subscriptions, weekly small purchases, and encourages no spend days.
Save for Life's Next Stage
Life is unpredictable. Having a plan for paying off debt and building emergency savings is essential. Confidently budget and save with the Insights tool.
All your accounts in one place.
Connect all your accounts like your mortgage, a car loan, or student debt from any financial institution in the Emprise mobile app. With this information, our insights tools can provide you with a complete view of your financial picture and give you personalized resources to reach your financial goals.
- In MyInsights > Tools, click the Add an Account button.
- Click Continue to proceed to the next step.
- Search for your institution and select the matching result.
- Enter your external institution's account username and password. Then click Connect. This connection is private and secure. Your information is protected with bank-level security. It may take a few minutes for your new account to connect.
Once all your accounts are connected, you can see spending trends, changes to your net worth, and learn how to become debt free.