Woman using computer in living room

Snapshot

See all your finances in one place.

Track spending, budgets, goals, and more with $napshot!

 

Ever wish you could get a clear view of your spending without all the spreadsheets? That’s exactly what $napshot is here for.

This easy-to-use tool gives you a bird’s-eye view of your finances, complete with an interactive spending wheel, helpful budgeting tools, and cash flow tracking. You can even set savings goals and link outside accounts for the full picture—all in one spot, completely customized to you.

Getting started is simple—just log in or sign up for online banking and give $napshot a spin.


household spending chart

See where your money’s going

Your $napshot dashboard gives you a quick look at your top spending categories for the month.

  • Click around the wheel to explore your spending habits by category.

  • Your transactions automatically get sorted with “tags”—but you can easily change them.

  • Want to rename a transaction, build a budget, or add a bill to your Cashflow Calendar? Just click the transaction to make changes.

new budget screenshot

Set a budget that works for you!

Budgeting doesn’t have to be complicated. With $napshot, you can use built-in insights to help set smart spending goals.

  • Go to Budgets and select View Budgets

  • Choose a spending target from your list

  • Click Edit Budget to make changes or remove it

  • Customize everything—from the name and amount to tags and connected accounts

create an income screenshot

Bring your budget to life

Your Cashflow Calendar lets you map out your finances visually, so you know what’s coming in and going out.

  • Head to Cashflow

  • Click the + sign to add income or bills

  • Enter the details, hit Save, and you’re done

saving goal screenshot

Plan for what matters

Whether you’re saving for a trip or tackling debt, $napshot helps you stay on track with personalized savings goals.

  • Go to Goals and click Add Goal

  • Choose your goal type—saving or payoff

  • Fill in the info and click Save

$napshot will do the rest—automatically tracking your progress and adjusting your goal timeline based on your account activity.

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See the full picture

Want to track all your accounts in one place? $napshot makes it easy to sync outside accounts.

  • Go to Accounts and click the + sign to add

  • Search for your financial institution

  • Enter your info and click Connect

You’ll get a confirmation once it’s all synced up and ready to go.






Give $napshot a spin—you might just love it.

If you need a hand, we’re always here to help—just stop by or give us a call at 785-456-2221.