Financial Health Tools
Plan for what is next and see where your money goes.
Savings Goals
Whether you're setting money aside for a new car, a dream vacation, college, or a wedding, Savings Goals helps you turn those plans into progress. Right in digital banking, you can create personalized goals, track how close you are to reaching them, and stay motivated along the way. Saving consistently is one of the biggest keys to financial success, and this tool makes it easier to stick with it.
Stay organized, no matter how many goals you're juggling
- Create multiple savings goals within a single savings account, so you can work toward several priorities at once without opening separate accounts
- See all your goals in one place and track your progress at a glance, right alongside your everyday account activity
Keep your goals front and center
Savings Goals gives you an easy way to stay focused on what you're working toward. Because your goals live right alongside your savings account, checking in on your progress is just as simple as checking your balance.
Monitor Spending
Rent, groceries, gas, the streaming service you forgot you signed up for. Expenses add up in small pieces, which is exactly what makes them hard to see. Monitor Spending sorts your account activity into categories so the full picture comes together on its own. You can even connect external accounts to see everything in one view.
See your month at a glance
Your transactions are sorted into spending categories automatically. Pick a month, and you'll get a clear breakdown of where your money went, no spreadsheets or manual entry required.
External account visibility
See your full financial picture by connecting accounts from other financial institutions.
Look closer when something stands out
Select a category to see the transactions behind the total. This is usually where the useful surprises live, like the subscription you meant to cancel three months ago.
Use what you learn
Seeing a full month laid out makes the next one easier to plan. Some members use it to set a new savings goal. Others use it to have a clearer conversation with a Rivermark financial coach. Either way, you're working from your actual numbers, not a guess.
