Personal Financial Management

Personal Financial Management

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Reach out and take control of your money with STAR's suite of personal financial management (PFM) tools available exclusively within STAR Online and Mobile Banking. Not only will you be able to see all your financial data in one place, you will be able to visualize that data in meaningful and engaging ways.

Personal financial management widgets

All of Your Accounts. All in One Place.

Get the full picture of your finances.

See all your balances and transactions together - even from other financial institutions - all in one place. With a simple one-time setup, you can get the full financial picture and avoid tedious data entry or bookkeeping. Track your accounts and transactions in real-time - from all your financial institutions - checking, savings, credit cards, mortgage, auto, investments, retirement and more.

Bubble Budgets.

You'll never look at your money the same way again. 

Visualize and interact with your budgets in a more meaningful way - using bubbles. Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

Track Your Spending.

Get powerful insights on where, when and how you spend. 

The spending pies allow you to quickly see how you are spending money, giving you in-depth insights on your spending habits.