Get in touch with your inner accountant
With Quicken® and QuickBooks® , you'll spend less time managing finances, and more time doing the things you enjoy.
Quicken helps you easily track and manage your personal finances and assets all in one place—it's the perfect companion to online banking.
QuickBooks makes business accounting a snap. You can set up and track invoices, create and manage estimates, pay bills, and much more.
U by BB&T: Plan and Analyze Overview
Learn how our personal financial management tool helps you take control of your finances—all with one simple login.
[MUSIC PLAYING] Do you want to take control of your full financial life? Then let's talk about how Plan and Analyze can put you on the road to success. If you haven't enrolled in Plan and Analyze, you'll need to do that first.
Then you'll need to link your outside accounts so you can see a holistic view of your entire financial picture. You can link other bank accounts, investments, loans, credit cards, and even rewards accounts. This will help you manage your money better.
The second step is to categorize your transactions. Now that you can see all your accounts, this tool lets you review your transactions and places them into categories like groceries or gas or home improvement. The tool automatically assigns a category based on that specific merchant, but you also have the flexibility to change the category if you want.
Step three is spending analysis. This tool helps answer an important question. Where is your money going? Once you have an answer, you'll know if you're on track and can move to step four, setting a budget.
By setting a monthly budget with specific categories, you'll take control of how much and where you spend your money, and the budget tools syncs with all your accounts so it tells you how you're doing in real time.
The fifth step is to set goals. Most people really want to save money, but they don't. The goal tool helps you save for specific things and tracks your progress as you go. The easy-to-read bar helps you gauge how you're doing in real time. You put in what you want to save for, like an emergency savings account, a car, a vacation, or a college fund, and the tool will tell you how to do it.
Once your budget and goals are set, you can further analyze your financial situation with tools such as cash flow, net worth, and portfolio. Be sure to check those out so you can take full control of your financial life. Because at BB&T, all we see is you.
Only deposit products are FDIC insured.
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.
Intuit®, Quicken® and QuickBooks® are registered trademarks of Intuit, Inc. BB&T online banking, which can be accessed through Intuit's Quicken and QuickBooks software, is owned by BB&T, not Intuit.
Branch Banking and Trust Company, Member FDIC.
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.