Plan and Track Overview
Feb 3, 2026
HOME
This video highlights the Plan and Track dashboard and how you can use features to maximize your money’s potential.
Expand Video Transcript
Transcript of the video:
Plan and track
Manage your money, track your goals, and plan for your future.
[BRIGHT MUSIC]
(DESCRIPTION)
Introduction screen has a red shield fly in from left to right, then stop and turn down revealing title.
(SPEECH)
The plan & track dashboard empowers you to plan and spend smarter with clear, visual insights into your account activity.
(DESCRIPTION)
Animated laptop opening up revileing the Plan & track dashboard on U.S. Bank.
(SPEECH)
Know where every dollar is going by taking advantage of a host of tools including cash flow, bills & subscriptions and more.
(DESCRIPTION)
Laptop shifts to the right while the webpage scrolls down reveling charts from Plan & track website.
Text animates on screen “ Plan & track includes: cash flow, bills & subscriptions, credit score, and more!”
(SPEECH)
Saving for a big purchase but not sure where the money’s going? Compare your income and spending with our cash flow tool to better understand your habits. (
DESCRIPTION)
Spending graph pops out largely on the right with an animated plot point chart. Additional website sections pop out including “Top categories” and “Cash flow” tool.
Text animates on screen “compare income and spending with tour cash flow tool.”
(SPEECH)
Get a clear view of your finances with a snapshot of top transactions from the month and six months of cash flow data—all in one place.
(DESCRIPTION)
Laptop reappears on screen from the right and continues scrolling down the website.
Text animates in “A clear view of your finances.”
(SPEECH)
And who among us hasn’t let a bill fall to the bottom of our inbox or forgotten a subscription or two? (DESCRIPTION)
A video of a man is looking at his laptop screen slides in. He seeming fine, then places his left hand on his head and now carries a flustered demeanor.
(SPEECH)
You can either have a photographic memory of your spending or let the new bills & subscriptions dashboard help keep you organized.
(DESCRIPTION)
Video of the flustered man slides out left, then a laptop reappears from the right, at first blurry, but then clears up and reveals the Bills & subscriptions page.
Text animates in “Let the bills & subscriptions dashboard help.”
(SPEECH)
The new plan & track dashboard gives you clear insights into recurring charges, how often they occur, and any changes in what you’re paying.
(DESCRIPTION)
The “view all” button is clicked and a pop out slides in on the website that reveals and highlights the upcoming subscription payments.
Text appears on screen reading “Take control over recurring charges.”
(SPEECH)
Use it to find, add or remove bills and subscriptions from your U.S. Bank accounts and any linked external accounts. (DESCRIPTION)
Red rounded square highlights the “add” and “remove” button.
The webpage scrolls down and a red rounded squire outlines and highlights the “continue” button.
Text animates that says “find, add, or remove bills and subscriptions.”
(SPEECH)
Quickly find what you’re looking for by sorting charges by date, amount, category or frequency to better understand your spending.
(DESCRIPTION)
Buttons clicks on the filter, and a pop out menu slides down revealing the sorting options.
Text appears on screen “Sort by: Date. Amount. Category. Frequency.”
Pop out menu collapses, then the laptop exits off screen right.
(SPEECH)
Be sure to use plan & track to set goals and monitor your credit score, so you’re ready to act on your next wish list item when the time is right.
(DESCRIPTION)
Laptop reappears from the left with the Plan & track dashboard showing. Animated version of the goals section pops out, along with the Credit score section.
Text reads “Set goals and act when you’re ready.”
(SPEECH)
Life’s full of surprises but managing your expenses doesn’t have to be one.
(DESCRIPTION)
A bunch of sections pop out on screen quickly and float there for a moment, emphasizing the amount of tools this service provides, before receding back into the website.
Text animates on screen “We’ll help manage the details while you focus on what’s important.”
(SPEECH)
Log in to mobile or online banking to get started. Let’s help turn plans into action.
(DESCRIPTION)
A mobile phone slides in on the U.S. Bank dashboard and a red rounded square highlights where the Plan & track button can be found on the mobile app.
The laptop screen turns to the online banking dashboard and has a red rounded squre highlight where the Plan & track dashboard can be found as well.
Text on screen reads: “Find Plan & track in mobile or online banking.”
[OUTRO MUSIC PLAYS]
(disclaimer/copyright)
Logo, US Bank. Icon, Equal Housing Lender. Member FDIC. Copyright 2026 U.S. Bank.
Plan and track
Manage your money, track your goals, and plan for your future.
[BRIGHT MUSIC]
(DESCRIPTION)
Introduction screen has a red shield fly in from left to right, then stop and turn down revealing title.
(SPEECH)
The plan & track dashboard empowers you to plan and spend smarter with clear, visual insights into your account activity.
(DESCRIPTION)
Animated laptop opening up revileing the Plan & track dashboard on U.S. Bank.
(SPEECH)
Know where every dollar is going by taking advantage of a host of tools including cash flow, bills & subscriptions and more.
(DESCRIPTION)
Laptop shifts to the right while the webpage scrolls down reveling charts from Plan & track website.
Text animates on screen “ Plan & track includes: cash flow, bills & subscriptions, credit score, and more!”
(SPEECH)
Saving for a big purchase but not sure where the money’s going? Compare your income and spending with our cash flow tool to better understand your habits. (
DESCRIPTION)
Spending graph pops out largely on the right with an animated plot point chart. Additional website sections pop out including “Top categories” and “Cash flow” tool.
Text animates on screen “compare income and spending with tour cash flow tool.”
(SPEECH)
Get a clear view of your finances with a snapshot of top transactions from the month and six months of cash flow data—all in one place.
(DESCRIPTION)
Laptop reappears on screen from the right and continues scrolling down the website.
Text animates in “A clear view of your finances.”
(SPEECH)
And who among us hasn’t let a bill fall to the bottom of our inbox or forgotten a subscription or two? (DESCRIPTION)
A video of a man is looking at his laptop screen slides in. He seeming fine, then places his left hand on his head and now carries a flustered demeanor.
(SPEECH)
You can either have a photographic memory of your spending or let the new bills & subscriptions dashboard help keep you organized.
(DESCRIPTION)
Video of the flustered man slides out left, then a laptop reappears from the right, at first blurry, but then clears up and reveals the Bills & subscriptions page.
Text animates in “Let the bills & subscriptions dashboard help.”
(SPEECH)
The new plan & track dashboard gives you clear insights into recurring charges, how often they occur, and any changes in what you’re paying.
(DESCRIPTION)
The “view all” button is clicked and a pop out slides in on the website that reveals and highlights the upcoming subscription payments.
Text appears on screen reading “Take control over recurring charges.”
(SPEECH)
Use it to find, add or remove bills and subscriptions from your U.S. Bank accounts and any linked external accounts. (DESCRIPTION)
Red rounded square highlights the “add” and “remove” button.
The webpage scrolls down and a red rounded squire outlines and highlights the “continue” button.
Text animates that says “find, add, or remove bills and subscriptions.”
(SPEECH)
Quickly find what you’re looking for by sorting charges by date, amount, category or frequency to better understand your spending.
(DESCRIPTION)
Buttons clicks on the filter, and a pop out menu slides down revealing the sorting options.
Text appears on screen “Sort by: Date. Amount. Category. Frequency.”
Pop out menu collapses, then the laptop exits off screen right.
(SPEECH)
Be sure to use plan & track to set goals and monitor your credit score, so you’re ready to act on your next wish list item when the time is right.
(DESCRIPTION)
Laptop reappears from the left with the Plan & track dashboard showing. Animated version of the goals section pops out, along with the Credit score section.
Text reads “Set goals and act when you’re ready.”
(SPEECH)
Life’s full of surprises but managing your expenses doesn’t have to be one.
(DESCRIPTION)
A bunch of sections pop out on screen quickly and float there for a moment, emphasizing the amount of tools this service provides, before receding back into the website.
Text animates on screen “We’ll help manage the details while you focus on what’s important.”
(SPEECH)
Log in to mobile or online banking to get started. Let’s help turn plans into action.
(DESCRIPTION)
A mobile phone slides in on the U.S. Bank dashboard and a red rounded square highlights where the Plan & track button can be found on the mobile app.
The laptop screen turns to the online banking dashboard and has a red rounded squre highlight where the Plan & track dashboard can be found as well.
Text on screen reads: “Find Plan & track in mobile or online banking.”
[OUTRO MUSIC PLAYS]
(disclaimer/copyright)
Logo, US Bank. Icon, Equal Housing Lender. Member FDIC. Copyright 2026 U.S. Bank.