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Accessing Budgets in the AmFirst app

Did you know that you can access your Budgets in your AmFirst Mobile Banking App?

That being said, you do have to set it up initially by logging in to AmFirst.org.

From there, you click Budgets. It will ask you to do the following:

  1. Name the budget
  2. Select the accounts to set the budget in
  3. Add expenses (choose from categories like bills, education, entertainment, etc.)
  4. Add income (paycheck, bonus, etc.)
  5. When you click “create budget,” you’re ready to begin tracking your spending!

 

After you do that, you’re ready to access your Budgets in the app.

Once you’re in the app, all you have to do is tap the More icon in the bottom right, which will pull up the widgets. Then tap the Budgets icon.

Lastly, you can set up these alerts for budgets either online or through the app.

  • Budget Category Exceeds
  • Budget Exceeds
  • Budget Summary

You can get to them by clicking on Settings > Notifications > Budgets.

HOLIDAY CLOSURE ALERT: All branches will close early for Christmas Eve, Dec. 24 at 1 p.m. and will reopen Thursday, Dec. 26 at 9 a.m.