Financial Tools

Overview

Achieve your financial goals with Online and Mobile Banking

Do you want to see a clear picture of your present financials so you can build the future you want?

With Financial Tools inside of the BBVA Mobile Banking app and Online Banking, you can link all of your external financial accounts so you can easily view your full financial life in one place.

Add Accounts

Linked outside accounts are any accounts that can be accessed from a third party institution with a username and password online. You have the ability to link Deposit Accounts, Investments, Credit Cards, Mortgages or Loans, Lines of Credit, Insurance, and so much more.

Categorize Transactions

Financial Tools will automatically cleanse, categorize, and classify most transactions to make tracking your spending useful. We will learn from your preferences as you manually recategorize things and will become better at making automatic decisions over time.

Forecast your Cash Flow

See all your income and expenses on a given day, including future predictions, know ahead of time if you will be able to afford that big purchase. Keep track of your recurring deposits to see how they affect your financial future.

Track Spending

Easily see where your money is going with a tool that intuitively categorizes your expenses by type. Get a snapshot of your spending habits and better understand how your expenses compare to your budget.

Pay Off Debt

Easily work toward becoming debt-free with a powerful tool that allows you to view all your debts in one place. Plus, find smart strategies for paying off debt in a way that’s most comfortable for you.

Set Budgets

Assign budgets to customizable categories, and make adjustments anytime your needs or financial commitments change. Quickly visualize your budget’s status with colors that indicate if you’re below budget, close to your target, or have exceeded your allocated funds.

Estimate Net Worth 

With your non-BBVA accounts linked to Online Banking, we quickly estimate your net worth, so you can always be working to improve it.

Monitor Trends

Are you overspending? Could you save more? Compare your spending from month-to-month, and monitor your trends to ensure you save more than you spend. Get a big picture view of your accounts, so you can easily make adjustments to your overall budget.

Meet Savings Goals

Create savings goals for vacations, college, a home purchase, or anything else you want to work toward. At a glance, see where you are on the path to achieving your dreams.

View Recurring Subscriptions

Have a recurring subscription that you forgot about? Review and manage all of your recurring subscriptions, such as Netflix and Hulu, in one place so you can know exactly where your money is going each month.

With Online Banking, you'll also enjoy: