Budget and Planning Tools On the Go

Better financial management is just a thumb tap away thanks to budget and planning tools newly released in the Regions mobile app.

My GreenInsights, the same Personal Financial Management (PFM) tool that allows Regions customers to create and track budgets, set financial goals and aggregate external accounts within online banking, is now available for Android* and Apple* users.

With more than two million customers consistently using the Regions mobile app, we know they’re looking for a seamless experience, whether they’re online or on their mobile device. Andy Hernandez, Chief Digital Officer for Regions.

“With more than two million customers consistently using the Regions mobile app, we know they’re looking for a seamless experience, whether they’re online or on their mobile device,” said Andy Hernandez, Chief Digital Officer for Regions. “This latest update lets them access the same budgeting and planning tools available in online banking so they can aggregate accounts, build budgets and view spending trends from their mobile device or tablet.”

Regions customers can view accounts from other financial institutions, analyze transactions, monitor cash flow and set goals to save or pay off debt – all from the palm of their hand.

Additionally, customers can:

• Create custom tags for transaction
• Add memos to find & track transactions across all accounts
• Receive an alert when approaching or exceeding a set budget

To find these tools in the mobile app, simply select “Budget and Planning Tools” from the main menu. Customers who have used the tools in online banking will see their existing budgets and goals in the app. Customers new to the tools will be prompted to “Get Started” building their budgeting and savings goals.

To learn more about Regions’ Budget and Planning tools in mobile and online banking, visit the My GreenInsights page on Regions.com.

*Apple, Apple App Store, the Apple logo, iPhone, Apple Pay, and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries.

*Android, the Android Logo, Google Pay, and the Google Play Store logo are trademarks of Google Inc, registered in the U.S. and other countries.