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It's easy with Summit’s Financial Wellness Tools - your personal financial management tool.
  1. Create a Budget
    See your recent purchases and know when you’re on track or spending too heavily.
  2. Monitor Expenses
    Get a better idea on how you’re spending your money. We'll automatically pull in your most recent transactions and tag them (i.e. transportation, groceries, clothing) and you can customize them for a personalized view of your budget, spending history and overall financial picture.
  3. Set Goals
    Whether it's saving for a major life event, paying off a student loan or saving for your first house, we'll help you organize your finances and find ways to make them happen even faster.
  4. Get Transaction Alerts
    Be alerted of upcoming bills, monitor account balances to avoid fees, and review transactions of a certain amount or from a particular store.
Summit's Climbr is free to all Summit members. To get started, simply click on the Climbr tab within online banking.
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