Personal Online Financial Management
Log into Online Banking today to start utilizing Third Coast Bank's latest tool for your financial goals and budgeting strategies. We call it My 360 View!
My 360 View - Features
- Dashboard - a customizable view of accounts, transactions, budgets, and goals
- Account Aggregation - add and update accounts (including external accounts)
- Tagging Transactions - add or update tags on transactions to identify spending categories
- Transaction Search - find transactions based on specific words, tags, or amounts
- Budget - set spending targets to create budgets based on tags
- Cash Flow - add bills and income to a calendar for a visual of funds availability
- Goals - create savings goals or payoff objectives
- Net Worth - monitor assets and debts
- Alerts - customize alerts based on activity
My 360 View - User Guide
PDF 2,097 KB
