2024 Annual Report to Shareholders

The Annual Report is now available, view the digital version here:

2024 Digital Annual Report

My Finances

Mobile and Online Banking

My Finances

Look for the My Finances tab within your online bank account!

My Finances is a free online financial management tool geared towards helping you see and manage your full financial picture.

My Finances allows you to manage all of your financial accounts, including accounts with other institutions, in one place. By adding all of your accounts to the dashboard, you are able to set more accurate goals and make informed choices based off of an accurate cash flow calendar.

It's Easy to Get Started

The My Finances portal will prompt you to add accounts by institution as seen in the below snapshot from the dashboard.

Add Account Screenshots on Phone and Laptop with Financial Institution Logos

You must be an online banking customer in order to use My Finances. Enrolling is quick and easy.

Categorize Your Spending to See Where Your Money is Being Spent the Most.

The My Finances dashboard will automatically categorize and track your spending habits. You can make adjustments to categories and add your own. Make smarter financial choices by seeing how you reach a spending target.

You must be an online banking customer in order to use My Finances. Enrolling is quick and easy.

Keep Track of Your Money.

Use an interactive calendar to make informed choices on when to schedule bill payments. Keep track of how much money you have available day-to-day for bills and spending.

Calendar tracking income and expenses

You must be an online banking customer in order to use My Finances. Enrolling is quick and easy.

Set Your Goals in the My Finances Dashboard.

Reaching your financial goals will become quicker and easier when you commit to them by setting goals within My Finances. Save for retirement, a vacation, new car, house, or create a custom goal.

Keep Track of Your Progress in the My Finances Dashboard.

You must be an online banking customer in order to use My Finances. Enrolling is quick and easy.

Build Your Wealth at Your Pace.

My Finances helps you quickly add up and consolidate all your assets to provide you with an up-to-date asset snapshot, including your home and vehicle.

screenshot of net worth from assets and liabilities

You must be an online banking customer in order to use My Finances. Enrolling is quick and easy.

Stay Informed with Account Alerts Via Text or Email Without Having to Log Into Online Banking.

Alerts will help you stay up to date on your account balances, savings goals and spending limits. Know immediately when certain criteria are met within My Finances. Create your own, such as:

Goal Alerts when you are 80% of the way to meeting your goal
Spending Target Alerts when you have exceeded a spending limit
Merchant Name Alerts of transactions matching Amazon
Transaction Alerts to notify when account balances change significantly
Upcoming Bill Alerts to keep you on track with due dates

You must be an online banking customer in order to use My Finances. Enrolling is quick and easy.

Seamless Account Enrollment and Requests for Financing

Opening an account or applying for a loan with First Bank and Trust Company is designed to be as effortless as it is efficient. You can begin managing your finances with ease through a streamlined application process that minimizes paperwork and reduces hassle.

We understand the importance of your time and convenience, and our seamless approach reflects our dedication to providing you with the best personal banking experience possible.

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