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Personal Finance from Yodlee

Save time and take control of your finances

With Personal Finance from Yodlee® you can conveniently view all of your accounts in one place, manage your spending and budgets, save for goals and view a snapshot of investments and net worth.

For those already using Personal Finance, click here to see our enhancements in more detail.

Included Financial Overview of Accounts in One Place
Checkmark Icon Link all of your accounts, including those at Johnson Bank and other financial institutions
Checkmark Icon Add checking, savings, credit cards, investment accounts, mortgages and more
Included Manage Spending and Budgets
Checkmark Icon Organize transactions into personalized categories to easily sort and track spending
Checkmark Icon View transactions to monitor spending habits and meet financial goals
Included Save for Goals
Checkmark Icon Easily track progress on achieving goals—whether you're saving for college, a vacation or a new home
Included Investments and Net Worth
Checkmark Icon Tools to manage your portfolio allocations, assess risk and make balancing decisions
Checkmark Icon View your overall financial health in one location including a net worth statement, assets, liabilities and performance charts
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