My GreenInsights

Budget & Planning Tools

In the mobile app: Access Budget & Planning Tools in the main menu. Tap Get Started to sync Regions account data and transactions. You can then link external accounts, customize your experience, set up budgets and more.

In Online Banking: When viewing your account, look for the Insights tab to access My GreenInsights budgeting tools. Watch our video on how to get started (view transcript). You can then easily create a budget, set spending targets, identify ways to save and more.

We provide extensive instructions for features such as linking external accounts, how to customize your experience, set up budgets and more. You will find a Help section within the My GreenInsights tool.

• In the mobile app: Access Budget & Planning Tools in the main menu. Navigate to the bottom of the page to access the Help & FAQs area.
• In Online Banking: When viewing My GreenInsights budgeting tools, look for the question mark icon. This will direct you to the Help section with many topics and instructions. For a general overview, watch our video on how to get started (view transcript).

The Cash Flow and Cash Events feature combs through your transactions to help you understand historical spending and predict future spending. It allows you to easily identify and add recurring bills and payments, as well as one-time or annual payments such as property tax. It helps you see the impact of upcoming payments and plan ahead.

Data Visualization

For convenient data visualization, we provide several options: a Chart (over time), a Calendar (monthly view), and a linear view of Cash Events.

• In Online Banking: For the best viewing and interactive experience, access the tabs for Cash Flow chart and Cash Flow calendar.
• In the mobile app: For the best viewing experience on a mobile device screen, we provide a linear view of Cash Events in the the Track Spending area. To see a calendar or flow chart, log in to Online Banking or access your account using a web browser. Note: You may add or edit Cash Events that appear as one-time or recurring income or expenses. Any edits you make in the mobile app will also appear in Online Banking.

To get a well-rounded view of your finances, it's important to aggregate multiple accounts to see spending, savings, loans and investment account information. Easily add external accounts by:

• In the mobile app: Access Budget & Planning Tools in the main menu. Navigate to section for Manage Linked Accounts.
• In Online Banking: Access the Insights tab to view My GreenInsights budget and planning tools. In the top right corner of the My GreenInsights screen, select the green +Add an Account button. A new screen will appear. Select the Continue button and choose from the list provided or manually add a financial institution.

While accounts information is available from thousands of online financial institution websites, some financial institution accounts may not be compatible. Account information data displayed is for information purpose only and represents the balances or holdings in the account(s) when data was last collected. The displayed balance or market value for some of the accounts may not be accurate, as some financial institutions may not allow aggregators to access real-time balances during business day or market hours. Your account statements are the official record of your balances and holdings.