Peak View: Smarter Money Management and Planning





What is Peak View?
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A new, free online banking feature that keeps all of your finances and accounts in one place. Financial tools also available to help track your finances.



What Can You Do?
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Set goals/alerts, create budgets and track transactions. Additionally you can add and link other accounts, placing all of your accounts in one centralized place.



How to Access?
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Log into online banking via the app or website. Access the menu bar on the left hand side and click/tap "Budget and Goals".



Add and Link Other Accounts
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PC - Click "ADD" button located in the left corner of the Peak View home page. Search and select specific institutions accounts to link and enter login credentials. (If your institution doesn't appear on the front page, utilize the search bar below to find your other banking institution).

Mobile - Tap the Menu Bar in the left corner and select "Accounts". Next, select the + icon in the right hand corner. Search and select specific institutions accounts to link and enter login credentials.



Exporting Transactions
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On the home page Select "Export Transactions" tab. Next, enter specified date criteria and click download file button. *Note: Exporting transactions can not be done using the mobile app.



Budgeting
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PC - Click the "Budget" tab at the top of the page. Next, enter Tag, spending target and monthly limit. Additionally, select accounts to be considered and select how you would like to be notified (Text Message/SMS, Email or Both) and enter information. Once completed click "Add Spending Target" and your budget is complete

Mobile - Tap the Menu Bar in the left corner and select "Budget". Select a tag to track from options available and enter monthly limit and tap next. Next, select account you wish to track and tap next. Lastly, select how you would like to be notified (Text Message/SMS, Email or Both) from the dropdown menu and enter your information. Once that is completed tap the "add" button and you're finished.



Alerts
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PC - Click "Alerts" tab at the top of the page. Click "Add An Alert". Select options from “Pick an alert type" and "Alert me when" dropdown menus. Next, fill information below. Then, select how you would like to receive alerts Text Message or Email. Lastly select the “Add Alert” button and you're set up.

Mobile - Tap the Menu Bar in the left corner and select "Alerts". Tap the "Add a New Alert" button. Fill in information below and once completed tap the "Add" button. Then your alert is completed and you’re set up.

Additional Resources

FAQ
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