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MAINSTREET BANK

Link an External Account

Linking an external account entails connecting an account from another financial institution to your Digital Banking. Linking the accounts allows you to see both the balances and the transaction data in one location.

Edit Your Transaction Details

Digital Banking allows you to edit your transactions by adding tags, notes, images, and attachments. It’s a simple way of personalizing and organizing your account history to make it easier for you to search for specific transactions.

Add and View Net Worth in Insights

Digital Banking’s Net Worth feature makes it easier than ever to track your investments, value, and overall financial well-being. Net Worth is a financial metric that calculates the difference between your assets (owned) and liabilities (owed).

Add Bills and Income to Cashflow

Cashflow Insights through Digital Banking is designed to help you monitor and plan your cash flow by tracking how much money comes in and out of your account(s).

Make a Transfer

To begin organizing your internal or external transfers, sign in to Digital Banking and select Transfers. Transfers enable you to plan a recurring, future-dated transfer or submit a one-time transfer.

Export My Account Transactions

Digital Banking allows you to export transactions for your personal records in various file types (i.e. CSV, TXT, OFX, QBO, or QFX). Once exported, your records can be used in other financial or reconciliation programs or provided to an accountant or bookkeeper.

Send a Domestic Wire

To send a domestic wire through Digital Banking, you will need to have the payee/beneficiary with all their receiving bank information and any special instructions (if applicable) on hand.

Link Accounts to Features in Insights

By linking your accounts to features through Insights, you will be able to track and organize your activity to have a full picture of your overall financial health.

Add an Alert in Insights

Digital Banking provides the capability to set up Alerts, which can help keep your finances on track wherever you are!

Add Goals in Insights

We often have the same financial goals, whether it’s saving for a first house, or paying a student loan. Digital Banking provides the availability to set those goals.

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