Managing my finances

Take control of your personal finances


Make an appointment

The basic principles of good financial health

You don’t need to be an accountant to understand financial management. By developing good financial habits today, you can avoid many worries down the line. Here are 3 basic principles to get started: set a budget, keep track of your expenses and build up your savings. If you’re unsure or would like to learn more about managing your personal finances, contact an advisor.


I want to...

Couple smiling, sitting on a sofa, looking at a tablet
Young woman reading on a tablet

Our advice for your personal finances

Young couple standing in the kitchen looking at a computer

Article: How to make the right personal finance decisions during a crisis

Make the right decisions regarding your personal finances by taking a look at your current situation.

Follow our guide

Young woman looking at her tablet

Invest in you: women’s finances

Learn how to take an active role in managing your finances with our events, articles and videos about women and investments. 

Discover women’s finances

Young woman looking at her tablet
Young woman looking at her tablet
Young woman looking at her tablet
infographic bowl of money

Article: How to manage your money?

To meet the challenges of personal finance, there’s nothing like a solid plan and some motivating goals.

Manage your finance

Tools to better manage your money

agenda icon

Financial management is a skill you can learn! A simple way to get started is to set up systematic savings: select the frequency and amount you want, and the withdrawals will happen automatically.

Discover systematic saving

Budget icon

Did you know that the key to financial health is budgeting? Create your budget with our free tool. Simply enter your income and expenses, and you’re done!


Draw up a budget

Drawing of a clipboard

What is the purpose of a financial assessment? Understanding your financial situation will help you make informed decisions about your projects at a specific time in your life.


Get started

Little details that matter

Legal disclaimers

The contents of this website must not be interpreted, considered or used as if it were financial, legal, fiscal, or other advice. National Bank and its partners in contents will not be liable for any damages that you may incur from such use.

We wish to inform you that the information presented on this website, whether financial, fiscal or regulatory, may not be valid outside the province of Quebec.

Those events, articles and videos are provided by National Bank, its subsidiaries and group entities for information purposes only, and creates no legal or contractual obligation for National Bank, its subsidiaries and group entities. The details of this service offering and the conditions herein are subject to change.

The hyperlinks in those events, articles and videos may redirect to external websites not administered by National Bank. The Bank cannot be held liable for the content of external websites or any damages caused by their use.

Views expressed in those events, articles and videos are those of the person being interviewed. They do not necessarily reflect the opinions of National Bank or its subsidiaries.

For financial or business advice, please consult your National Bank advisor, financial planner or an industry professional (e.g., accountant, tax specialist or lawyer).

Discover our solutions

Savings and investments 

Learn how our investment solutions can help you achieve your goals. 

See solutions

Have questions about your personal finances?

Speak to an advisor for personalized support.

Make an appointment

picto téléphone


Monday to Thursday,
8 a.m. to 6 p.m. (ET)
Friday, 8 a.m. to 5 p.m. (ET)

Icône Localisateur