My $ Manager
Simplify Your Finances. Imagine the Possibilities.
Use the My $ Manager tool in eBanking or mobile banking to get your finances on track. Commit to your financial fitness by monitoring your spending, creating savings goals, or pledging to pay-off a loan. My $ Manager gives you the tools you need to set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card.
My $ Manager Makes Tracking Your Finances Easier Than Ever:
Overview Graph
![Overview Graph](/files/cfcu18/1/image/eBanking/graph.png)
View your spending categories each month & tag transactions so you can follow your habits and set budgets.
Goals
![Goals target](/files/cfcu18/1/image/eBanking/goals.png)
Create savings or loan payoff goals and track your progress. Set alerts to keep on track with your balances, transactions, and budgets.
Budgets
![Budgeting](/files/cfcu18/1/image/eBanking/budget.png)
Get insights on past spending and receive alerts so you can avoid exceeding your monthly budget.
Cashflow Calendar
![Calendar](/files/cfcu18/1/image/eBanking/calendar.png)
Use the interactive calendar to make informed budgeting decisions and track paydays and bills.
Net Worth
![Net Worth](/files/cfcu18/1/image/eBanking/networth.png)
Monitor your total asset & liability picture each month so you can see your progress.
External Accounts
![External Accounts](/files/cfcu18/1/image/eBanking/external2.png)
Link your external accounts to get a complete financial picture.
Tips to Get Started: Personalizing My $ Manager
- Select accounts to track. By only including transactional accounts like Checking, you will get a clearer picture of your spending.
- Review and categorize your transactions so that the system can learn your habits and accurately follow your spending.
- Set specific goals and alerts to keep you on track.
You Need a Plan. We Can Help!
Call us at (877) 937-2328 or visit your local branch to speak to a representative to get your finances on track.
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