PERSONAL FINANCE
Access all your financial info
in one convenient spot!
Take charge of your money with our Personal Finance tool!
Personal Finance is a free service available in Online Banking and Mobile Banking. This powerful tool helps you reimagine the way you look at your finances by bringing all your accounts to one location. You can even add accounts from other banks, credit unions and financial institutions.
What does Personal Finance offer you?
 | See all your financial accounts in one place | Personal Finance lets you get a complete view of your finances by allowing you to access all of your accounts and balances in one place. |
 | Create and manage budgets | No more budget spreadsheets! Create and monitor your monthly budgets, including income and expenses, right through Personal Finance. |
 | Understand your spending | Not sure where all your money goes each month? Personal Finance helps you get a handle on where you’re spending your hard-earned dollars. Those daily coffees sure add up! |
 | Set and keep track of goals | Working toward an Emergency Fund or a major purchase? Set and track your goal right through Personal Finance. |
 | Know your net worth | With all of your financial accounts aggregated into Personal Finance, your net worth will be tracked automatically. Keep tabs on it and watch it grow! |
 | Get notifications and reminders | Set up notifications to find out if you’ve exceeded a budget, have an upcoming payment due, etc. |
Interested in learning more? Take a look at how Personal Finance works.
Take charge of your full financial picture and enroll in our free Personal Finance service today! Follow these easy instructions to sign up now:
- Online Banking – once you’ve signed up for Online Banking on our website, just login and you’ll see an Enroll in Personal Finance message. Click Get Started and follow the prompts to enroll. Then, just begin adding your accounts from other financial institutions (your Dedham Savings accounts will already be included), set up budgets, and more.
- You can also select Tools and Personal Finance. Read and accept the Personal Finance Agreement and click Enroll.
- Mobile Banking – you’ll first need to sign up for Online Banking. Next, download the Dedham Savings mobile app on your phone and log in to the mobile app. You should see the Personal Finance link above your accounts, or you can also click “More” at the bottom of the screen, then click on Personal Finance. You can begin adding your accounts from other financial institutions (your Dedham Savings accounts will already be included), set up budgets, and more.
Need help?
You can easily sign up for and use our Personal Finance tool on your own, but if you would like personal assistance with this, we have specially trained Digital Ambassadors available at every branch who can help you. Please stop by during business hours to talk with a Digital Ambassador! Or Contact Us for assistance. Our website FAQs page also has very helpful info, including special How To worksheets and How To videos.