CFB Treasury Services vs SpendWithPlan

CFB’s Treasury Management Services mobile app allows you to manage your company’s finances on the go in a secure environment that is convenient and efficient. Our app enables you to make decisions and process transactions anytime, anywhere from your mobile device. You can review account history, view check images, create account transfers, initiate bill payments, initiate and approve ACH/Wire transactions, decision positive pay items and much more! Prior to using this app, mobile users must first, be granted mobile app entitlement contact treasuryservices@cfbank.com for more information.

Spend With Plan helps you stay on top of your money. Track income and expenses, set budgets by category, and see where your money goes—all in one simple app. • Balance at a glance — Net balance, income, expenses, and savings on one card • Budget by category — Food, transport, entertainment, and more; add your own categories • Add transactions fast — Income or expense, with date and category • See the big picture — Overview with progress bars and a clear view of spending • Reports — Spending by category and over time • Export your data — Save your transactions to CSV and keep your records • Home screen widget — Check your budget without opening the app • Your data stays yours — Everything is stored on your device; no account required Choose your currency, switch to dark mode, and use the app in English, German, or Spanish. Simple, private, and made to help you spend with a plan.