When you open an account with our credit union, you can enroll in Online Banking and get access to a suite of financial management tools to help you plan, budget, and grow your wealth. Our tool is a dashboard that gives you a snapshot of all your finances at a glance. You’ll be able to see things like your:
Our dashboard is organized in a user-friendly manner, see screenshot here:
If you’re trying to establish or improve your financial footing, our dashboard is a great place to start. Here’s how each tool can help:
Net Worth: Thinking of buying a house? It’s important to know where you stand financially, and our net worth tool can help you figure it out. By looking at your assets and debt, you’ll be able to know if it’s time to make your next move.
Budget: It’s never been more important to set budgeting goals and track your progress towards your success. With our budgeting tool, you’ll be able to track your progress instantly and know exactly where you stand.
Spending: Where’s your money going each month? With our handy spend analyzer, you’ll know instantly, and can spot areas where you may need to tighten up. It’s the perfect companion to the budget tool, and it gives you the insights you need to spend your money wisely.
Trends: How’s your money trending? Are you spending too much? Are you saving enough? With this useful tool, you’ll be able to pull it up and know instantly. It will help you forecast things into the future and give you the ability to monitor your money like a financial superhero!
Debts: See all your debts in one place and be able to estimate how paying off a creditor can change your financial picture. It allows you to hypothesize and plan and see how taking care of your accounts can make you healthier financially.
Before you can use the dashboard feature, you must first sign up for Online Banking. Don’t worry, signing up is easy. Here’s how to get started:
Linking accounts held at other financial institutions allows you to manage your finances by seeing balances and transactions all in one place, on any device. Link your credit cards, loans, checking, and savings accounts from other financial institutions one time, and the dashboard keeps your view updated so you always see accurate balances and recent transactions. Note: You can only link accounts from domestic, U.S.-based financial institutions.
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