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Financial Planner service

Financial Planner service

Show your expenses who's the boss

  • Easy to watch and plan your income and expenses
  • You can distribute and supplement auto-sorted expenses
  • You can view the common budget of several people in one place

“Financial Planner” is a free online service that enables you to analyse, plan and manage your own or your family’s budget – the income and expenses – wisely on SEB’s banking web site.
 

All's under control

Once you have logged in to our banking web site and selected the menu item “Financial Planner” for the first time, you will see your income and expenses from the last six months, broken down by type. The information is updated regularly.

Once you have specified the amount of money you plan to spend and on what in the following month, you will get your monthly budget based on your average expenses.

Adjusts to your needs

You can redistribute the expenses pre-broken down by type and add additional types if need be. You can also reduce or increase your planned expenses depending on the situation.


No missed expenses

You will be shown each cent received or spent:

  • how much money you have received every month and from where
  • how much money you have spent every month and on what
  • on what you are spending more money than planned

Information is presented very expressively, which gives you a clear picture of what you spend most of your money on and which expenses, if cut by just a little, could help you save.

You can link the accounts of several people (for instance, all members of a family) with SEB Bank, add respective statements of your accounts opened with other banks and enter information on individual transactions.


You don't have to calculate your expenses recorded on receipts

If you pay with your payment card or online, you don’t need to collect receipts in order to calculate the expenses recorded on them every month. Income and expenses are calculated automatically, and what is more, illustrated with diagrams, which makes them easy to compare, analyse and evaluate.

A shortcut to your goal

After you analyse the diagrams you will get a clear picture of how much and what type of spending you should cut in order to save money for your other important goals.

Once you have created a separate type of your savings expenses and named the amount you should reserve each month, you can keep track on your saving progress. The knowledge that you have succeeded to reserve the planned amount of money helps you achieve your goal.


We assure you that SEB will not use the information obtained as the result of providing this service without your consent.

Contact

  • "Skype" (24/7 line)
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