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Budgeting & Planning

Alliant Budget & Planning Tool

Welcome to the Alliant Budget & Planning Tool (formally the PFM Tool). 

The Alliant Budget & Planning Tool shows you the categories you spend the most on (dining out, groceries, travel, etc.) as well as helps you visualize your revolving cash flow and net worth.

You can also access the tool through our Alliant Mobile Banking app which is available on smartphones and tablets using Apple iOS or Google Android™. If you have a different device, please use our mobile optimized website.

Why use the Alliant Budget & Planning Tool?

  • See all your balances and transactions together in one place, automatically. Have a separate 401(k) or credit card with another financial institution? It’s no problem to add them.
  • Understand your spending patterns via the tool’s easy-to-read charts and graphs.
  • Tag individual transaction amounts to ensure accuracy.
  • Conveniently access the tool at home or on-the-go on our Alliant Mobile App.
  • It’s simple . . . and free.

To get started log in to online banking.

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