Get the full picture of your finances in one convenient place
Stay connected to all your external and AdelFi financial accounts, balances, and transactions—without visiting multiple sites.
Financial Tools gives you a quick, comprehensive view of your money, all within the AdelFi app or online banking.
Now you can view your spending habits, check your debt ratios, and build a budget with a slide of your finger to keep you making for the future. You can add accounts from other institutions to get an overall view of your complete financial picture.
Easily create a custom budget, then visualize how your spending affects your budget in real-time—and how you can adjust to stay on track. It’s a powerful (and colorful) insight into your progress toward meeting your financial goals.
Our layers of encrypted security keep your information safe, so whether you link up one or all of your loans, retirement funds, credit cards, or bank accounts, you have one place to view and manage them all.
Net Worth
A simple but powerful way to see your financial position over time. Knowing your net worth allows you to quickly see if you're on track or need to adjust your spending.
Debt Tracker
Plan, set, and see options to pay off your debt quickly. This visual payoff goal helps you keep that debt snowball rolling.
Trends
You want to see how your spending compares to previous months? The Trends reports show you how your spending (and income) has fluctuated over time.
Answers To Your Financial Tools Questions
AdelFi is here to serve as a resource for our customers. Below, you'll find the most common questions we encounter from our personal banking customers.
What is the benefit of linking my Non-AdelFi accounts?
AdelFi’s Financial Tools are designed to deliver you pieces of personal financial advice and management. Establishing a secure connection with your financial institutions enables AdelFi to categorize your transactional information securely and automatically.
Allowing you to monitor all your accounts in one secure place.
How secure is my information?
AdelFi is dedicated to member security. Your login information is stored securely in a separate database using multiple layers of encrypted security protocols.
Can I link Non-AdelFi accounts?
Yes. With the financial tool's dashboard, you can link to any bank account, credit card, loan provider, retirement account, and more. Manage all your accounts in one easy place—another way AdelFi makes banking fast, safe, and secure.
What information is captured?
Transactional information is captured to categorize and help you better manage your finances by displaying trends and assisting with your budget.
What differentiates these tools from Mint, Quicken, and other financial management tools?
As your financial institution, AdelFi is dedicated to providing financial tools to make you a better steward of your money. Why have multiple logins to monitor all your accounts when you can have one that is secure, simple, and powerful?
What type of transactions can I do with my linked accounts?
Linked accounts are information only. While you can categorize and monitor your spending, you cannot do any transactions with your linked accounts.
What do I do if I can't link to my external account?
Verifying your username and password is best by logging into your external financial institution’s online or mobile banking. After successfully logging in, attempt to link the external account again in AdelFi online or mobile banking. If you are still experiencing issues, contact our member services team for assistance.
What do I do if my most recent transactions are "unavailable for categorization?"
Your online or mobile banking session may need to be refreshed. To refresh your login, stay logged in for 1-minute, log out, and then log back in. If you are still experiencing issues, contact our member services team for assistance.
