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Money Management

Managing Your Finances Just Got Easier—
with Money Management™

Get a handle on your spending and budgeting with custom categories and the ability to view transaction trends. Money Management offers a convenient, engaging, and complete experience entirely integrated within Online Banking and our Mobile App.

What does your financial picture look like?

Money Management helps you easily visualize the following:

  • Know Your Finances. See all your accounts in one place, including those with other financial institutions—credit cards, mortgages, loans, savings and retirement plans.
  • Track Your Budget. Bubbles help you understand the relative health of your budgets instantly.
  • Watch Your Spending. Every transaction is automatically categorized so you can spend smarter.

Benefits & Key Features

  • Budgeting

    • Easily visualize when you are below, nearing your limit, or over budget
    • Utilize sub-budgets to track specific spending
    • See the money you have leftover to put towards goals
  • Auto-Categorization of Transactions
    • 90% accuracy and can easily be changed or personalized
    • Search & Filter capability
    • Ability to recategorize and split a transaction into two categories
    • Ability to add sub-categories
  • Debt Management
    • Prioritize debt using the "Debt Snowball Strategy"
      • It's easy. When you've paid off your highest priority debt, take that monthly payment and put it toward your next debt. The snowball method makes budgeting simple because the monthly total for all debts remains the same.
    • See what happens when you pay more than the minimum
  • Alerts to Keep You on Track
    • Can be set as Email and/or Text
    • Set up either Simple Alerts or Detailed Alerts
      • Detailed Alerts: Highlight specific accounts and amounts
  • Set Goals and Track Your Progress
    • Set savings, debt, and retirement goals
    • See how much you'll put towards that goal each month
    • Change amounts to identify how long it will take you to reach that goal
  • Manage Cash Flow
    • Quickly identify biggest expenses
    • Spot what you can cut out, or where you can cut back

WESTconsin Credit Union Notification:

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