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Meet Your Financial Goals

Whether you are saving for a big expense, need to set and stick to a budget, or just want to a holistic financial picture, use the Financial Tools available in Columbia Connect to help you manage your finances in order to meet your goals.


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Features and Benefits

Stay on top of expenses

The Spending tool helps you make sense of your transaction history so you can see where you are spending the most money.

Manage your money

Our Budget tool eliminates the guess work and helps you man an accurate budget quickly and efficiently.

Compare income to spending

The Trends tools shows your spending habits by category compared to your income so you can easily see what funds go toward your financial goals.

Cash Flow

See all of your income and expenses on a given day, including future predictions.

Monitor your financial progress

The Net Worth feature provides a view of your net worth calculated by subtracting your debts from your checking, savings and investment accounts. Your net worth is tracked each month.

Pay down debt

The Debts tool helps you pay down debt, ultimately saving you money spent on interest without making big budget cuts or sacrifices.

Get Started with Financial Tools

To access Financial Tools, you must be enrolled in Columbia Connect digital banking which requires a personal checking or savings account at Columbia Bank.

Already enrolled in Columbia Connect?

  1. Click the Financial Tools feature bar on the Home screen then Continue.
  2. Read the Terms & Conditions, check the box to accept.
  3. Click Get Started.

Have a personal account with Columbia but not enrolled in Columbia Connect yet? Enroll now and download the mobile app. 

App Store

Download on the App Store

Google Play

Get it on Google Play

Have more questions?
Contact our Columbia Connect Online Banking Support team.

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