CFCU's Spending Tool

1. Log in to Digital Banking.

2. Click on 'Spending'.

3. Your CFCU Accounts will automatically populate and categorize for instant analysis of your spending.

4. Adding accounts is easy! Click 'Add External Accounts' from the overview 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!

• Why should I use CFCU's Spending Tool?
  

  CFCU's Spending Tool provides you the ability to 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. CFCU's Spending Tool can help you in tangible ways to improve your overall financial health.

• How do you add an account in CFCU's Spending Tool?
  

  Click "Add External Accounts" from the overview 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!

• How do I find my financial institution in CFCU's Spending Tool?
  

  We support more than 13,000 financial institutions of all sizes. If you're having trouble finding yours, try these search tips:

  1. Input your financial institution's official FULL name.
  2. Then try searching with the fewest amount of words possible.

  • For example: Try typing one word at a time if your institution has a long name. If your financial institution has an abbreviation, (i.e. SECU) try searching under those terms as well.
  • If your financial institution has a city name or other unique word in it, try searching only by that term (i.e. ‘Springfield’ or ‘River’).

• How are budgets used in CFCU's Spending Tool?
  

  Budgets are used to track variable expenses. Budgets always run from the first to the last day of each month. The Overview page will show your budgeted income and expenses and automatically color-coded based on your spending progress.

• How do I edit a budget in CFCU's Spending Tool?
  
  1. Click on 'Budget' from the 'Spending' link at the top right of the page.
  2. Complete the requested fileds on screen. 
  3. Select 'Update'.
• Can I export my budget report from CFCU's Spending Tool?
  

  You can export your budget report into a 'XML' file, or you have the option to print.

  1. Open the budget tab under the Spending link in the top right corner. 
  2. Click "Print" or "Export".
  3. If you select to export, an XML file will be saved to your computer's download folder.
• How do you change a category in CFCU's Spending Tool?
  
  1. Click on the grouping of transactions that you wish to make updates within. 
  2. Next to the transaction that needs to be updated, select the updated category within the dropdown menu. 
  3. Optional: Check the box that appears to apply this category to all matching transactions.
  4. Click "Done".