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Savings Sam

A Better Way to Manage and Save Money.

We have recently made improvements to our financial tab on our online banking portal and we're excited to announce Savings Sam! Now, it's easy to manage money, monitor spending and actually see where your money goes! If you want to save money, improve financial health and make financial management easier, this is great news for you.

  • Get your complete financial picture.
  • Sync accounts with nearly 17,000 financial institutions.
  • Understand spending habits with automatically tagged transactions.
  • Make informed choices with the cash flow calendar.
  • Visually track your progress, reach financial goals quicker and easier.

Add a Goal & Stay on Track

Savings Sam makes it simple to stay on track. Set goals, and maintain your finances responsibly.

Step 1: Select "Add A Goal" on the goal dashboard.
Step 2: Select your desired pay off or savings goal.
Step 3: Fill in the required information.
Step 4: Click the "Create" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances.

How do I start?

  1. Add additional accounts from other financial institutions to view all your accounts in one place.
  2. Customize the 'tag' names on your transactions to get the most accurate financial picture.
  3. Set up monthly Spending Targets within the 'Budget' area to organize your tagged transactions.
  4. Use 'Cashflow' to track regular incomes and bills.
  5. Create specific financial targets under the 'Goals' tab.

If you have questions or issues with any of the above steps, reference to our FAQ here. If you still can't find an answer to your question, please contact us!