Why use Squirrel?

 

Squirrel will give you financial control and save you time and money. You'll know where your money goes, how much you are saving, and be able to set goals and track progress. You can sync accounts with nearly 15,000 financial institutions.

  • Get your complete financial picture.
  • Tag transactions to understand spending habits.
  • Make informed choices with the cash flow calendar.
  • Visually track your progress, reach financial goals quicker and easier.
  • Stay informed with account alerts.
  • Monitor total assets and debt for up-to-date net worth.
 

Add An Account

Syncing other accounts in Squirrel for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are synced, track spending, set budgets, calculate your net worth and more.

  • Step 1: Select "Add" above your current account listing.
  • Step 2: Select an institution or use the search to find your institution.
  • Step 3: Enter in the required information and select "Connect".

You'll receive a notification on your Squirrel dashboard once the account has been synced successfully.

 

Cash Flow Calendar

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.

  • Step 1: Navigate to the "Cashflow" tab.
  • Step 2: Select "Add Income" or "Add Bill" from above the calendar view.
  • Step 3: Complete the required fields
    (Name your bill/income, how much and often you get paid or what amount is due).
  • Step 4: Click the "Add Bill" or "Add Income" button on the bottom of the form.

Your bill or income will now appear in the Squirrel calendar for you, whether it’s a monthly, weekly or quarterly payment.

 

Goals

Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goalsin Squirrel, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.

  • Step 1: Select "Add A Goal" on the goal dashboard.
  • Step 2: Select your desired pay off or savings goal.
  • Step 3: Fill in the required information.
  • Step 4: Click the "Create" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances in Squirrel.

 

Budget

The power of Squirrel is in helping you monitor how you are spending your money. Learn how to set up Spending Targets with Squirrel’s budget feature. In the Budget tab you can monitor your spending targets each month and view monthly spending trends.

Budgets within Squirrel are tracked using the tags from the Dashboard transaction feed.

  • Step 1: Click on ‘Budget’ at the top of the page.
  • Step 2: Click on the Spending Target you'd like to edit from the list.
  • Step 3: At the top of the page, click the ‘EDIT or ‘DELETE’ button.
  • Step 4: You can change the name, amount, tags, and accounts associated with this Spending Target from here.

Budgets in Squirrel will always run from the first to the last day of each month. Spending Targets are automatically color-coded based on your spending progress.

Your locally owned community bank provides you up-to-date internet banking services including Mobile Banking, Online Banking, Text Banking Alerts, and Person-to-Person (P2P) Payments. You can rest assured that your money is secure in a locally-owned financial institution (since 1908) while taking advantage of our convenient services. Bank on your terms, how and when you want. #GoLocal

Login to your F&M Online Banking account to GET STARTED!

Questions about Squirrel?