U by BB&T: Budgeting

U Plan & Analyze: Budget

Learn more about the budgeting tool from U by BB&T®.

[MUSIC PLAYING] Welcome to the demo for Budgeting, the tool that guides you on a road to financial success. If you haven't already analyzed your spending, make sure to check out that demo to get a good look at where your money is going. 

OK. Ready to set a budget? Let's get started. 

To begin, go to Plan and Analyze and choose Budget. You can create a budget in three easy steps. Start by selecting Create a Budget. First, you'll select the accounts you want included in the budget. Next, enter in your expected monthly income and expenses. Simple. 

Now you can see a breakdown of your income and expenses, plus how much money you have left to spend for the month. To see more details about specific budget categories, simply select them. You'll see a percentage telling you how much you've spent toward your budget, and a list of the month's transactions. Check your notifications for updates on how your budget is progressing. Need to adjust something? You can easily edit your budget by selecting it. 

And that's it. You've set up your monthly budget. 

The next step in Plan and Analyze is to set your savings goals. Be sure to check out that demo next.

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Branch Banking and Trust Company is now Truist Bank. Learn more.

BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.

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