View all your accounts, including linked external accounts. Change account name, type and interest rate, as well as credit limit and original balance. Manage alerts, exclude the account, mark accounts as duplicate and view historical balances.
See spending categories over a defined range, view income sources, and drill down to subcategories and transactions.
Create custom budget categories, change allocated amounts, view historical budgets, and change projected income.
Create and manage goals with custom names, timelines, and internal or external accounts.
View spending over time and drill into transaction details.
Build a debt plan to project and prioritize debt payoffs. View balances, APR, last payment date and minimum payment.
See net worth over time, and how transactions affect overall net worth.
Identifies recurring deposits and payments to show spending trends in a clear, simplified view.
Receive text and email alerts including: Exceeded Budgets, Debt Payment Reminder, Low Account Balance, Large Deposit, Large Expense/Withdrawal and Fee Charged.
More of BankNewport's Offerings
OceanPoint Marine Lending
EXPERIENCED MARINE FINANCING
Present or future boaters can find personalized marine financing programs for new and used boats and refinancing existing boat loans. Competitive rates, dedicated buyer support, quick access to funds, and more.
INSURING YOUR MOST VALUABLE ASSETS
Insurance programs to cover any number of personal and business assets with a dedicated staff providing excellent custom service to give you peace of mind. Protect your home, your business, your vehicles, and more.