Snapshot Resources

Snapshot is a powerful free tool built into our app and online banking. You can use Snapshot to create and manage your budget, set goals, and track daily spending. Here’s how.


How to access Snapshot



  1. First, sign in to the mobile app. Then tap the three horizontal lines on the top left of the screen.
  2. Tap on Snapshot.
  3. This is the Snapshot dashboard. You can track your spending, set up and view your budgets, and configure goals.


How to link accounts



  1. To link other financial accounts to your Snapshot, tap on the three lines on the top left of the screen.
  2. Tap Link Account from the menu.
  3. Find the institution you wish to link by using the search bar. Next, enter the sign-in information for the other account.
  
 

How to set goals




  1. To set a goal, scroll to the bottom of the Snapshot dashboard and tap "Add Goal"
  2. From here you can select from a variety of popular goals or create a custom savings goal.



























































































































































































How to use Snapshot on desktop

To access Snapshot, simply sign in to online banking. From the menu on the left side of the screen, click on "Insights". This will bring up several clickable options.

To leave the dashboard and enter the Snapshot tool, click on any of the sub-menu options.

To link an account, click on the three dots in the navy menu bar on top of your screen and then select "Link account".
To complete the process to link an external account, search for your bank and sign in with that account’s login information.
To set a goal, click on the goals button in the navy bar on top of your screen and then select add goal.
You can now select between a variety of preset goals and even create your own custom savings goal.















Have more questions?
Send us a message  or call the Digital Banking Department at 410.641.1700