SouthEast Bank Financial Compass is a free personal finance manager that makes organizing your money easier than ever. If you've ever felt lost trying to create a budget or track spending and savings goals, SouthEast Bank Financial Compass can point you in the right direction!
Track your Accounts
Your SouthEast Bank accounts will already be added, but adding other external accounts (including mortgages, credit cards, investments, and more) will help provide the complete financial picture you're looking for.
Create a GoalWhether you want to pay down debt or save towards a special purchase, SouthEast Bank Financial Compass makes it easy to set goals and track your progress.
Step 1: Click on the "Goals" tab in Financial Compass and then click "Add A Goal" to get started.
Step 2: Select any "Save for" goal or create a "Custom Savings Goal."
Step 3: Complete the fields to name your goal, select the account you’re saving in and the amount you wish to save, along with your completion date.
Repeat for other savings goals – some of the most common savings goals include Save for a Car, Save for Retirement, and Save for a Wedding.
Set a Spending TargetThe real power of SouthEast Bank Financial Compass is its ability to help you track and manage your finances by setting and monitoring spending targets.
Step 1: Click on the "Budget" tab in Financial Compass and then click "Add a New Spending Target" to get started.
Step 2: Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit, and track the accounts that will count towards the target.
Repeat for other spending categories – some of the most common expenses to track are groceries, transportation, and dining out.