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Personal Financial Management Tools are Now Available

OUR NEW ONLINE BANKING SPENDING AND BUDGETING TOOLS ARE HERE!

Take everything you know about yourself financially and put it where you can see it all at once. What do you have? A bigger picture. We’ve added a new Personal Financial Management (PFM) tool to online banking to help you better understand your money. These smart new online banking features let you see and understand your money like never before. Our new spending and budgeting tools show you how you spend, save and live today so that you can make decisions that are right for you tomorrow.

Click here to see what’s new.

With our new online banking experience, you can:

• See your transactions automatically categorized and graphically displayed in the account summary page

• Change and/or exclude transaction categorizations from your spending analysis

• Create and manage budgets based on your spending habits

• See all your accounts in one place by linking accounts you hold at other financial institutions

• Add assets and liabilities (e.g. car, home, or even money under the mattress) so you can see a more complete picture of your finances

• Create account groups so that transaction history and spending analysis for related accounts can be viewed together

• View your spending and budgets using online banking through the mobile website and MyMCU mobile banking app

Log in to online banking to get started!

Not signed up for online banking yet? Contact us. See a preview of what your new online banking looks like here.

For more information, see the Personal Financial Management (PFM) Demo Video and FAQs.

February 26, 2018/News
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/wp-content/uploads/2018/02/mcu-id-header.png 0 0 Momentum Credit Union /wp-content/uploads/2018/02/mcu-id-header.png Momentum Credit Union2018-02-26 05:38:262018-03-29 11:30:24Personal Financial Management Tools are Now Available

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