Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe® Acrobat Reader.
Credit Union West
Routing Number: 322172153
LOGIN to online banking
Online BankingClose online banking

Online Banking

Visit Online Banking for 24/7 secure access to your account.

Login

Login Mobile Link


First time visiting Online Banking?
Click below to get started.

New User

New User Mobile Link

Young couple with dog looking at online finances

Managing Finances in Online Banking

Discover the new, integrated Personal Financial Management tools within your Online Banking upgrade!

Integrated Financial Management Tools

 
 
The new Online Banking is loaded with tools to keep you in complete control of your finances. Soon you will be able to track your income and spending, review and categorize transactions, manage savings goals, and more right from your online banking dashboard! See below for an overview of the exciting, new, cutting-edge financial tools your new Mobile App and Online Banking experience will have.
 
 

Easily Track Cash Flow


With the new Online Banking tools you can track all of your finances in one place! You can even see an overview of your budgets, bills, and goals right on your mobile app or web browser dashboard.

 

Bills

  • Set and track bill payments
  • See scheduled payments
  • Track payments made
  • View pending bill payment transactions 
 

Spending

  • View your spending trends for the month or over multiple months
  • Setup multiple budgets and assign different accounts to these budgets
  • Get alerts when spending exceeds your budgeted amount
 

Income

  • Set relevant deposit types to auto-categorize as income
  • Track income under designated budgets
  • View income by monthly totals or by dated range 
  • Designate income to fund savings goals 
  • Compare actual income to expected income over a period of time 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Enjoy Flexible Budgeting and Savings Goals

 
Our new online banking and mobile app come with easy and convenient, integrated budgeting tools. You can create budgets for daily spending or travel, set savings goals, and allocate your savings to spend. 

 

Create Budgets 

Track your spending habits.
 
With the new online banking platform, you have the ability to create budgets based on your real spending needs and goals.  

Customize Your Budgets 
  • Set up multiple budgets
  • Customize budget names
  • Assign accounts
  • Add expenses
  • Add income
Quick View Budget Summary
  • View the monthly spending and income overview
  • See tracked accounts
  • View budget alerts 
 
 
 

Set Savings Goals 

Fund your goals your way.
 
With the new financial management tools, you can set multiple savings goals per account and allocate funds to those goals as you'd like. 
 
Deposits
  • Deposit funds into the account linked to your goal
Transfers
  • Transfer funds from a different account to the account linked to the goal
 Reallocation
  • Reallocate funds from a different goal if priorities change or if you are falling behind on a priority goal
 
You can even rank your goals or categorize them into overarching groups!
 
 

Allocate Funds

Purchase what you've saved for. 
 
 When you're ready to make the purchase you've saved for, you can easily transfer the funds from your savings goal to your checking account. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Manage Transactions and Categories

 

Your transactions will automatically be categorized based on common merchant data, making it more convenient for you to track your spending. Plus, you always have the option to re-categorize transactions or create custom categories whenever you'd like. 

 

Filter Transactions

  • View all transactions under a specific category
  • Drill down by category and date range using filters 
 

Split Transactions

  • Split transactions into more than one category
  • View transactions that are tied to a specific budget
 

Customize Categories  

  • Create sub-categories within the provided categories
  • Create new categories customized to your spending habits
 

Re-categorize Transactions

  • Move single transactions to a new category 
  • Designate all transactions from a specific merchant to one category 
 
 
 
 
 
 
 
 
 
A man using his mobile phone

SECURE, CONVENIENT, FLEXIBLE

Online & Mobile Banking.


Access your accounts at any time and from any location.