Centra Blog

Increasing your Financial IQ

Manage all your accounts in digital banking!

External-Accounts

With digital banking, you can access your non-Centra accounts so you can manage your money all in one place. You have two options for adding and managing your external, or non-Centra, accounts.

Monitor your balances & transactions

To monitor your non-Centra accounts, link an external account on your accounts dashboard. Once you’ve added an account, you’ll be able to check your balance and review your transactions right in digital banking.

Want better insight into your overall spending? With the spending tool in the ‘Financial Wellness’ menu, you can see a full overview of your spending habits across all your accounts in digital banking, including the non-Centra accounts you’ve added! You can monitor your spending in categories such as:

  • Credit card payments
  • Loans
  • Utilities
  • Shopping

You can also keep track of your recurring expenses, which means you can make sure you don’t have any unwanted subscriptions.

Transfer money

You can also add your non-Centra accounts in the ‘Transfers’ section. Once you add an account here, you can make payments from that account or transfer money between your Centra and non-Centra accounts.

Need help with adding a non-Centra account? No problem! Click here for a step-by-step guide. >

With digital banking, you have the tools you need to manage your money like a pro.

Log in to digital banking