Integrated Financial Management Tools
Easily Track Cash Flow
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.
- Set and track bill payments
- See scheduled payments
- Track payments made
- View pending bill payment transactions
- 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
- 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
Track your spending habits.
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.
- Deposit funds into the account linked to your goal
- Transfer funds from a different account to the account linked to the goal
- Reallocate funds from a different goal if priorities change or if you are falling behind on a priority goal
Purchase what you've saved for.
Manage Transactions and Categories
Your transactions are automatically categorized based on common merchant data, making it 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.
- View all transactions under a specific category
- Drill down by category and date range using filters
- Split transactions into more than one category
- View transactions that are tied to a specific budget
- Create sub-categories within the provided categories
- Create new categories customized to your spending habits
- Move single transactions to a new category
- Designate all transactions from a specific merchant to one category
Credit Union West
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