Budgeting | Together Credit Union
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BUDGETING

Money Management

What matters to you matters to us. If budgeting is important to you, we have the perfect tool to help with managing your finances. Give Money Management a try inside OnlineAccess or our mobile app!

As a user, you'll enjoy:

  • A single view of both your internal and external accounts with allowance to change the account name, type, interest rate, credit limit and much more!
  • Filtering the views inside your internal and external accounts, searching the dataset for keywords or amounts and even having tax deductible transactions marked throughout the year.
  • Visualizations of spending categories over a defined data range, custom budget categories, and spending trends over time.
  • A debt plan that allows users to view balances, APR, last payment dates, and projected debt payoff dates.
  • Managing personal goals on a timeline by creating, naming, and associating the goal with an internal or external account.

For questions, you can contact 800-325-9905 or email membercontactcenter@togethercu.org.

Want to learn more about managing your finances? Check out our video:

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