Snapshot

See your finances in a whole new way with Snapshot. Access this free money management tool through Tally by Taylor Bank - set Goals, create a Budget and more.

Integrate accounts

Snapshot can show your Taylor Bank accounts as well as integrate accounts from other financial institutions, including loans, credit cards, and 401k plans for a 360-degree view of your finances.

Manage your money

Track your spending overall and by category, analyze spending trends, and look at your household’s cashflow to better understand your finances.

Set financial goals

With an inclusive view of your finances, you can set and meet goals like saving for a vacation or putting aside a down payment for a house.











Frequently Asked Questions
No. Snapshot is a complimentary tool integrated into digital banking at no charge to you.
From credit cards to investment accounts, the options are truly endless. You can add almost any account type across hundreds of banks.
  • From the Taylor Bank Mobile App: Log in and tap Snapshot from the menu
  • On desktop: Log in and click Insights from the menu
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  • Navigate to the “Accounts” section
  • Click the plus sign to “Add Linked Account.”
  • Select an institution or use the search to find your institution. Enter in the required information and select “Connect”.
  • You’ll receive a notification on your Snapshot dashboard once the account has been synced successfully.
If you have questions about the information on your accounts listed within Snapshot, you can request support for various categories by selecting the help “?” icon within Snapshot.
Yes! Your data is secure with us. We provide the strongest possible protection for customer data.





Want to learn more about Snapshot?
Check out our resource library with videos and step-by-step instructions.