Automate your finances in 4 easy steps

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1. Set up online banking feature.

Online and mobile banking makes keeping up with your accounts just as easy as signing in for the latest on your Instagram feed. You can transfer funds from checking to savings with a single tap. Don't forget to name your accounts to easily track your spending habits and savings progress. If you're trying to cut back on spending, you can even restrict your access to certain accounts (ask your banker how). Out of sight, out of mind.

2. Set up online bill pay with current bills.

Can't remember everything on your to-do list? Who can? Use online bill pay to let the cyberworld keep track of your payments—and cross one thing off your list. It's also way easier to maintain records digitally than in that overflowing file cabinet. Plus, #GoGreen.

3. Set up email balance notifications.

The way you give Facebook one last check before bed, you should look at your money. Set up daily email or mobile balance alerts to give you a roundup of your cash. If you want to be notified if your account dips below a certain threshold, there's an alert for that, too. 

4. Set up a reminder on your calendar to check in with your money.

Putting it on the calendar really makes it official. All you need is a simple "Review past week's spending" or "Check in on payments" to block out a few minutes for financial planning. You'll be done by the time dinner's ready.

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.