Budgeting tools

Banno Mobile uses single sign-on to provide personal financial management (PFM) tools from within the Banno Mobile app.

Budgeting tools are available for any account belonging to the end user's primary financial institution. Banno directs end users to the budgeting tools by opening a new window after selecting Budgeting tools from an account in Banno Mobile. Because the feature uses single sign-on, end users only need their Banno Mobile account and do not need to create a separate account to access the budgeting tools.

To access budgeting tools for an account, select the main menu Accounts > [Account name] > Budgeting tools. The Budgeting tools option opens a new window in a browser where the end user can access personal financial management tools.