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Online Banking Tip of the Day: Setting Budget Goals on All Your Accounts and on Your Account Groups

May 13, 2013

Did you know in CNBudget Central you can set budget goals on all of your accounts and if you want you can even set separate goals on your account groups?  This is a nice feature if you are looking to set overall budget goals, but also would like to keep a closer eye with budgeting on specific accounts.
How:  From the ‘CNBudget Central’ tab, go to the ‘Spending Reports’ menu and choose ‘Set Budget Goals’.  At the top right, choose an option for ‘Select Group’ and press ‘Show’ to set budget goals on your selection.  You can set multiple goals and they can overlap; budget goals can be set on all of your accounts and on each of your account groups.

Related Tips:
Using Account Groups to Help Organize and Sort in CNBudget Central
Deleting Unnecessary Account Groups in CNBudget Central
Categorizing Transactions in CNBudget Central

Additional information about CNBudget Central

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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