How do I create budgets in Online Banking?

You can create a budget online in Money Tools, our interactive financial planning service in Online Banking.

To use Money Tools, you’ll need to activate it from the Features Store in Online Banking. All of the tools will then be visible on your Online Banking homepage.

You can create a budget by selecting ‘Create budget’ and then use the Track Budgets tool, which allows you to create up to 7 monthly budgets for a specific spending category (eg, travel), and assess how much of your budget is still available as the month progresses. You can add, delete or edit budgets when you like.