Looking for a smarter way to manage your money?
Insights is here to help.
At Exchange Bank, we understand that one of the hardest parts of personal financial management is simply keeping everything organized. Your accounts, your spending, your bills—they all move quickly, and it can be challenging to see the full picture.
That’s why Insights is built to make managing your financial life easier. With clear visuals, helpful trends, and straightforward tools, Insights gives you a better understanding of how your money moves each month.
Insights from Exchange Bank helps you stay on top of your bills, monitor your cash flow, and keep a clear view of your financial picture so you can set goals—and reach them with confidence.
Smarter Spending
When you open Insights, you’ll see a clean spending dashboard that breaks your transactions into helpful categories—bills, entertainment and dining, retail, groceries, transportation, and more. This overview makes it easy to understand your spending patterns at a glance and identify opportunities to adjust or save.
Better Budgeting
Insights helps you create budgets that feel realistic and supportive of your goals. You’ll also see your spending history and receive helpful suggestions based on your habits, giving you the tools to stay on track month to month.
Creating a budget is simple:
Step 1: Go to Budgets and select View Budgets.
Step 2: Click Add Budget.
Step 3: Choose a name, set your spending amount, and select the tags or accounts you’d like included.
That’s all there is to it—budgeting tools designed to support your goals without adding complexity.
Start Using Insights Today
Insights is available now in Online and Mobile Banking. Simply log in and tap Insights on your dashboard to begin exploring your personalized financial tools.
At Exchange Bank, we believe in giving you the resources you need to make the best decisions for your financial well-being. We’re grateful for the trust you place in us, and we’re proud to offer tools that help you feel confident and supported every step of the way.
Frequently Asked Questions
Is there a cost to use Insights?
No. Insights is included with Exchange Bank Online & Mobile Banking at no additional charge.
Do I need to download a separate app?
No. Insights is built directly into your Online and Mobile Banking experience.
Does Insights affect my account or move money?
No. Insights is strictly an analysis and planning tool. It does not change balances, move funds, or alter any account settings.
What if the categories aren’t quite right?
You can easily rename, recategorize, or adjust spending categories to better match your personal habits.
Can I turn off notifications?
Yes. You control all notifications and can adjust or disable them at any time.