Simple View (PFM)

• TRACK your budget and tag spending
• SET goals
• PULL in other accounts for a complete financial picture

Better Together: Sync Your Finances, Access Life!

Access all your accounts in one place with Simple View

You’re busy. So does it really make sense to have to go to one site to check your car loan, another to pay your mortgage and yet another to see your checking account? No.

And Simple View from Citizens Bank of Kentucky has done something about it!

Access all your accounts in one spot with Simple View. By doing so, you’ll get a better idea of what is happening across your entire financial life in real time, without having to jump back and forth from one account window to another.

What’s more, once you sync all your information, our powerful Simple View will be able to share with you powerful information – and you don’t have to lift a finger!

See your monthly cash flow. Check on savings goals. Analyze your spending patterns. Set spending targets. You can do all this across all your accounts.

Get a clear view of your entire financial picture in one spot.

We’ve made it easy!

Aggregate your checking, savings, loans, 401ks, IRAs, etc., all in one place and take control of your financial destiny! Our Simple View has the power to help you get it done.

How to Add an Account & Get Control.  The real power of Simple View is in its ability to help you gain control of your finances by monitoring all your accounts in one place.

Step 1: On your Dashboard, click “Add” under navigation above your current accounts.
Step 2: Select your account from the available institutions OR use the search feature to find your account.
Step 3: Complete the required account information, and select “Connect.”

That’s it! It’s that simple. But while you’re there, why not add a few more?