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 other accounts you decide to include (from most financial institutions).
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 - review your retirement accounts, investments, credit cards, even other bank accounts!
Create and follow your budget.
Set and track financial goals.
Analyze your cash flow and net worth.
Set alerts for spending, budget, goals, etc!
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!
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.
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!
We support more than 13,000 financial institutions of all sizes. If you're having trouble finding yours, try these search tips:
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.
You can export your budget report into a 'XML' file, or you have the option to print.
Instead of financing a family outing...create a restaurant in your home!