Couple on laptop at home using online financial tools.

Financial Tools, a Personal Money Manager

Financial Tools

Couple on laptop at home using online financial tools.

Financial Tools

Set budgets, track spending and visualize your finances

Financial Tools is a free personal finance manager in Online Banking. View and manage all of your financial accounts in one site, including accounts at other banks or institutions.

  • Visualize your financial health at-a-glance, with charts and graphs.
  • Create custom budgets to manage your finances and achieve your goals.
  • Track spending and view trends to see where your money goes, automatically seeing the categories where you spend the most money.
  • Forecast debt payment strategies to see how they’ll work for you.
  • Import investment accounts and loans you have at SESLOC or other financial institutions, to estimate net worth.

Get the most out of Financial Tools

Need assistance?

If you need help with the Online Financial Tools, contact us at (805) 543-1816.

Online Banking Tips

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Using the Mobile App

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