Taking the Financial Planner into use

In order to take the Financial Planner into use you must choose the accounts and cards the transactions of which you wish to see in the Financial Planner. It only takes a few minutes. Using the Financial Planner is free of charge. If you wish, you can set the budgets upon starting using it, and if you have specified the expense type rules under your account statement before, you can add them to the expense groups of the Financial Planner. All settings can later be changed in the settings menu.

Simple steps for taking the Financial Planner into use

  1. Choose accounts

    You can tie your current accounts and credit cards to the Financial Planner, which you can also access on the Internet Bank. We recommend choosing all accounts and cards, as this way you will get the best overview of your finances. In addition, you can specify whether the limit account of your credit cards or the overdraft is also taken into account when displaying available funds and in which currency you wish to see the overview of your finances.

  2. Tie the expense types created earlier to the new groups

    If you have used expense type rules of the account statement before, you can tie them to the new expense groups of the Financial Planner. This way you won’t lose the work you have done before. You can also skip this step right now and tie the expense types later.

  3. Specify budget limits

    Specify how much money it would be reasonable to spend in a month in different expense groups. Setting the limits will enable you to compare your expenses and the limits set to them. You can also skip this step right now and create the budgets later.

Your Financial Planner is ready to be used.

We recommend you viewing all your transactions and grouping all ungrouped transactions after taking the Financial Planner into use. Adjust your budget and create new budgets if necessary. Visit the Financial Planner page regularly.