View and analyze your spending and budget across your entire financial life. Include other financial institution accounts, credit cards, investment and retirement accounts, etc.
Powerful analysis of your CFCU spending, as well as any other accounts you decide to include (from most any financial institution).
View and analyze your spending and budget across your entire financial life. Include other financial institution accounts, credit cards, investment and retirement accounts, etc.
Account aggregation - bring in your retirement accounts, investments, credit cards, even other bank accounts!
Budget creation and tracking.
Set and track financial goals.
Analyze your cash flow and net worth.
Set alerts for spending, budget, goals, etc!
It is amazingly simple to use!
1. Log in to Online Banking.
2. Click on 'MyMoney'
3. Your CFCU Accounts will automatically populate and categorize for instant analysis of your spending.
4. Adding accounts is easy! Click 'Add' from any page and follow the prompts. All you need are the online credentials for that account. From there it will populate and categorize, making it simple for you to view your entire financial life!
Start today, thank us later. Another free service from us to you!
A tag is a customizable word or phrase used to categorize your transactions. This feature gives you a better idea of how you're spending your money by tracking transactions in the same category. We will automatically pull in your most recent transactions and tag them (i.e. transportation, groceries, clothing). We suggest you edit your tags by clicking on the ‘EDIT’ button associated with each transaction. Customized tags give you a more accurate view of your budget(s), spending history and overall financial picture.
Alerts are personalized notifications sent to your email and/or mobile device which help you keep track of your account activity. Be alerted of upcoming bills, monitor account balances to avoid fees, and review transactions of a certain amount or from a particular store.
If your Spending Targets aren't updating correctly, ensure that:
Budgets use ‘Spending Targets’ to track variable expenses. Budgets always run from the first to the last day of each month. Spending Targets are automatically color-coded based on your spending progress.
Use 'split tags' to categorize your cash withdrawal transactions. You are unable to manually enter cash transactions, but using 'split tags' will allow you to break down a cash transaction into groceries, dining out, transportation, etc.
The Cashflow calendar is designed for planning and estimation purposes only. No real money is ever withdrawn from your account(s) in MyMoney. The Cashflow calendar simply uses your current daily balance and then takes into account all future income and bills that you’ve entered.
MyMoney provides you the tools to help successfully manage and track your finances. You can create a budget, monitor expenses, and set goals. We'll also allow you to track your upcoming bills and incomes, and enable you to view all your accounts in one convenient location. MyMoney can help you in tangible ways to improve your overall financial health.
We support more than 13,000 financial institutions of all sizes. If you're having trouble finding yours, try these search tips:
You can export your transactions into a 'CSV' file, which is supported by most spreadsheet programs.
Yes, you can remove transactions. These transactions will still be visible on your account directly, but will no longer show in MyMoney. Please note that this is a permanent action and cannot be undone.
If you'd like to change a transaction's title and/or edit the tag to be applied to similar transactions, check the box in the ‘Create a Rule’ area of the transaction editor. This will allow you to choose from a number of different recurrence styles:
Creating rules for certain transactions, such as a ‘Check’ transaction, is not advised. It will apply that title and tag to all other checks. Please contact support if you have additional questions regarding tagging rules.
Instead of financing a family outing...create a restaurant in your home!