Financial Tools

With our Financial Tools, you can easily and quickly know exactly what your money is doing. With just a few clicks, you can safely manage and budget your finances online from the comfort of your home or office. Best of all, it’s easy! There’s no need to download or install any special financial management software. If you have a WestStar account and are enrolled in online banking, you can access these valuable features and benefits.

The Financial Tools Include:

The Spending tool helps you stay on top of your expenses by organizing your transactions. Your spending habits are arranged in a pie chart to see your smallest and largest costs.
Our Budget tool eliminates guesswork and makes an accurate budget quickly and efficiently. A budget helps you manage your money based on how much you earn and spend.
With the Trends tool, you can chart your spending habits in each category compared to your income and identify what funds go toward your financial goals.
Cash Flow
Cash Flow allows you to track your cash with charts and graphs to plan for your short-term and long-term financial future.

Net Worth
After your accounts are linked and categorized, the Net Worth feature offers you a view of your net worth calculated by subtracting your debts from your accounts.
This tool helps you quickly pay down debt, ultimately saving you money spent on interest without making big budget cuts or sacrifices.

Get started today by logging into your online banking account.

Please follow this user guide to help you set up the Financial Tool. If you have questions or need assistance, please contact the Client Service Center at 915.532.1000.