Why use Money Management?

• Get a full picture of all your assets, including accounts at other financial institutions
  Money Management allows you to see all your accounts, even those with other financial institutions! Simply Add an Account to include funds you have outside of the Credit Union and get the full picture of all your assets. Checking and savings accounts, investments, credit cards, loans, mortgages and other lines of credit can all be added.
• Keep an eye on your budgets with interactive bubble widgets
  Budgets can help you set realistic monthly spending limits and monitor your progress toward hitting those limits. The Budgets tab draws your eye to the categories that need your attention the most — big bubbles represent a larger portion of your monthly budget, and red bubbles have exceeded your monthly allowance.
• View all your gains and losses in a detailed net worth analysis graph
  The Net Worth tab tracks the sum of all your assets and liabilities, showing each gain and loss you have had per time period. You can even add key assets, such as the value of your home or vehicle. The graph displays historical data the longer you use Money Management, so you can watch your Net Worth going up over the months and years.
• Set long-term financial goals by developing a savings plan
  The Goals feature can help you plan ahead and visualize long-term financial objectives, such as saving for a home or vacation. This tool provides a timeline of prioritized goals, and projects how long it will take to complete each goal based on your saving plans.
• Understand your spending habits and make smarter decisions
  The Spending tab shows you where your money is going, by category, so you can better understand your spending habits and stay on track. Your transactions are automatically sorted out to give you an instant snapshot of your top spending categories and help you make better decisions.