All your accounts at a glance.
At WESTconsin Credit Union, we strive to provide our members with the tools to achieve financial success. One of the first steps to financial wellness is staying informed about your money. To aid in achieving this goal, we’re proud to offer Money Management free to our members!
Money Management keeps all your account information, even accounts at other financial institutions, at your fingertips allowing you to track transactions, make budgets, set goals, view your net worth, and more!
See how much your finances can improve once you start using Money Management!
- Link your external accounts
See all your accounts in one place, including those with other financial institutions—credit cards, mortgages, loans, savings and retirement plans.
- Review your transaction history
Easily scan and categorize your transactions. Every transaction is automatically categorized, so you can spend smarter. This helps you see where your money is going and quickly spot any unusual or fraudulent transactions.
- Set up a budget
Visualize how much you’ve spent and how much you still have left to spend each month. Money Management can also suggest a starting budget based on your previous spending.
- Stay in the loop
Setup alerts to keep you notified about the important things happening with your account, like a low balance or future payments.
Easily access helpful resources about by selecting the symbol in the top right corner of your screen (online or app). You can even request support if you are unable to find your answer in the material provided or run into any trouble. After submitting a request, a Money Management agent will be in touch within 1-2 business days via email to assist you!