How do I use the Spending Financial Snapshot tool?

The spending section is a breakdown of all your spending and income within a set timeframe, helping you visualize and understand your financial transactions across different categories.

You can find your spending information in the Financial Snapshot section. After logging in, look for Financial Snapshot at the top of your Account page and select the Spending option.

The data included in the spending section is from your checking account(s) on your nbkc online banking. Some transaction categories, such as Credit Card Payments, may be excluded from the spending graph.

This tool helps you organize your financial information by breaking down transactions, showing spending patterns, and allowing you to filter or edit transaction categories. You can also use it to review recent transactions if you're experiencing issues with your card declining.

In the filter options is where you will select what accounts to include or exclude.

To select your filters, select the filter icon in the top left corner --> Select the account you would like included on the Spending chart--> Select Apply.

There are two pages for viewing your spending data.

The spending tab:

The Income Tab: