What is Financial Snapshot?

Financial Snapshot is a personal financial management tool in online banking designed to help you take control of your finances by providing a real-time view of your money. It allows you to keep track of all things financial like Budget, Spending, Trends, and Debts - all in one convenient place.

With Financial Snapshot, you can track your spending, set budgets, and monitor your progress toward financial goals. The tool provides visual breakdowns and insights into your financial activities, helping you understand and manage your money more effectively. Financial Snapshot is one of several integrated features in the nbkc mobile app, alongside Card Controls, Activity Center, and Savings Goals.

You can also view your total funds in the Account Summary section under Assets, which displays current balances for both business and personal accounts, giving you a comprehensive view of your total funds.

1. Log in to online banking with the nbkc Mobile App or visit nbkc.com.

2. At the top of your Account page, you will see the Financial Snapshot section. Select one of the available options.

   If signing in via desktop/laptop Financial Snapshot options appear at the top of the Accounts page.

3. Select the Financial Snapshot section you would like to view.