Budget Plus from LSB!

See your full financial story with all of your accounts, all in one place! Budget Plus is LSB's Personal Financial Management (PFM) tool available in our online banking system that gives valuable insights into your financial behavior, activities, and goals.  Watch this short video to learn more!

 

Budget Plus

The Budget Plus personal financial management (PFM) tool, available for free within our online banking, puts you in complete control of your finances. Budget Plus helps you organize your finances by tracking transactions, reviewing expenditures, creating budgets and more. Login to your online banking account, and be prepared to be financially empowered with these features of Budget Plus:
  • View all your accounts in one place- Link your checking and savings accounts, as well as your mortgages, investments, retirement account, credit cards, reward programs, and more. Budget Plus pulls all your financial data into one place so you can get the big picture.

  • Track your spending- see where you are spending your money in real time in a pie chart that tracks up to 12 categories of spending. Use the information to adjust your spending habits and meet your financial goals.

  • Create a budget- Budget Plus calculates your spending by category to help you set a budget based on your real spending patterns. You can also compare your month-to-month or year-to-year spending and see how much you can save by cutting back in any category.

  • Set savings goals- need a vacation or a new car? Budget Plus helps you create savings goals that you can adjust with your cash flow over time.

  • Bill reminders  - stay on top of your bills with alerts that remind you to pay your bills, and warn you when they are overdue.

  • Miles and points rewards summary - No more remembering multiple user names and passwords to check your balance for air miles, hotel points, rental car rewards, and more. See them all at once and get a snapshot of which rewards will expire first.

  • Your Net Worth - track what you have and what you owe over any length of time you select. Your Net Worth is calculated by taking the grand total of your assets and subtracting your liabilities.

  • Asset Allocation - No matter how volatile the market gets, Budget Plus lets you understand how you're faring. View asset allocation across all your investment accounts, including 401k, mutual funds, brokerage accounts, and IRAs. Compare your portfolio to market benchmarks, and make decisions based on your personal data.

To get started using Budget Plus, just login to LSB's online banking system and click "Budget Plus" under the "Services" menu on the left side of the page.
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