Sonata Insights

Manage Money Your Way


View your investment and mortgage balances as well as credit card balances and transactions in one place, regardless of where you have the accounts. You can add any account you can access online and gain an easy and fast way to watch "the big picture."


Sonata Insights

Adding other accounts for a complete financial picture is simple. Sonata Insights will track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Then use Sonata Insights to track spending, set a budget, calculate your net worth and more.


Control Cash Flow

The cash flow calendar brings your budget to life through an interactive calendar. With the calendar, you can see how much money you have available to pay bills and other expenses day by day, allowing you to make informed choices on when to schedule bills and other spending.

Net Worth

Build wealth and watch it grow through the Net Worth tool. No need to keep manually updating a spreadsheet. Sonata Insights helps you quickly add up all your assets (you can even add your home and vehicles) and debts to show you an up-to-date estimate of your net worth.


Start setting and tracking your goals to help with managing your finances. Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Sonata Insights to create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.

Stay Informed

Stay informed with account alerts by email or text. With Sonata Insights, you're in control. Be alerted when an account balance changes significantly, transactions to a specific retailer occur, when you are close to exceeding a spending category and more. No more need to login to online banking constantly to track activity to keep you informed.

Quick Start Guide

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Login to Online Banking to Get Started!

Our powerful money management platform can help you reach your financial goals. From budgeting and spending control to cash flow optimization and net worth growth, Sonata Insights has you covered. 

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