eServices

Money Management

Budgeting Made Simple

Money Management makes it easy to keep track of all of your accounts and spending across multiple institutions. Spend less time worrying about money and more time enjoying the comfort and security it can provide you!

With Money Management, you can:

  • View all your financial relationships in one place - on your computer or smartphone
  • See where you're spending your money and track a budget with Bubble Budgets that move with you.
  • Learn where and how you spend.
  • Get out of debt and stay out of debt

Features

Some of the features that Money Management offers include:

  • Cash Flow Calendar: Smart auto-creation of budgets based on spending history. You can also add goals for debt payoff, savings, & retirement.
  • Categorize Transactions: Significantly improved auto-categorization of transactions, including the ability to split categories and flag a transaction as personal or business. Categorizing your transactions will help you control your spending more easily, stay on budget, and save more.
  • Alerts: Set up email or text notifications to remind you when a bill is due, whether you've exceeded your spending target for a particular category of your budget, and more.

Getting Started

Money Management is a free service available from within CUOnline. If you're a current CUOnline user, just login and click on the Money Management link to get started.

Not using CUOnline? Give us a call at 800.940.9466 and we can give you a user name and temporary password to login and begin using Money Management.

Take control of your finances...get started today!

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