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We provide the tools to help you manage and track ALL of your finances and have fun! We'll help you to create a budget, identify where all of your money goes each month, set spending targets, and identify ways to cut back on spending while saving more. We’ll also help you to track your upcoming bills and incoming cash, and create and track your personal goals!
Make managing your money enjoyable, educational, and entertaining. It's secure, safe, and easy. You've got nothing to lose, only money to gain!
To get started, follow these simple steps:
If you have any issues with any of the above steps, please contact us.
If you have a question or comment, please contact us by calling, emailing or stopping by your local UFCU branch. All contact information can be found at ufcu.org.
Yes, your information is secure because we use several layers of security. First, your account information resides behind a firewall that is protected from unauthorized entry. In addition, all sensitive data is encrypted in the data warehouse and sessions are protected by your password, the security built into your browser, and SSL (Secure Sockets Layer), the standard security technology for establishing an encrypted link between a web server and a browser.
Your financial institutions’ usernames/passwords get sent directly to our aggregation provider, CashEdge. Your added financial institutions’ usernames and passwords are NOT stored on our site. We do create a unique ID that connects you with CashEdge. This allows for the automatic updating of your accounts.
Yes, we collect data. But we do NOT collect data specifically connected to YOU.
For example, we collect averages that people spend on car loans. But we do not know the specific balance remaining on Joe Smith’s loan used to purchase his collector ‘72 Camaro. That information is between Joe and his lender. So yes, we collect information, but it is anonymous.
We respect your privacy and take the matter very seriously.
We’ve taken specific measures to ensure a very secure system. We also are required to have security suitable for interaction with other financial institutions. Security is of paramount importance to you and us, so we take the steps needed to mitigate risks.
The risk of stolen identity is extremely low. Make sure you keep your Online Banking username and password to yourself and no one will access your account under false pretenses. Furthermore, we may ask for your username or email address, but NEVER your password.
CashEdge has been the preeminent provider of online funds transfer and personal financial account aggregation services to financial institutions for nearly ten years and, today, provides its services to hundreds of financial institutions, including the majority of the nation's largest banks.
CashEdge serves institutions of all sizes, ranging from some of the world’s largest banks (including Bank of America, Citibank, and Wachovia), to regional, mid-sized institutions (including First National Bank of Omaha, Central Pacific Bank and Huntington Bank), to credit unions (including Boeing Employee’s Credit Union [BECU], Patelco, and Digital Federal Credit Union [DCU]) among others. In the Brokerage and Wealth Management segment, clients include The Vanguard Group, Pacific Life, Cambridge Investment Research, and American Portfolios.
Using UFCU Money Manager is just as secure as using your current Online Banking system.
There are several reasons:
You can view the following items from your Dashboard:
We support the following types of accounts:
We support more than 6,000 financial institutions. If you're having trouble finding yours, please try these search tips:
If you still cannot locate your financial institution, chances are that we do not support it at the moment. Within UFCU Money Manager, please select “Help,” and submit a “Support Request.”
Adding an account is quick and easy, please follow these steps:
If you are having trouble automatically adding accounts and have tried our Search Tips (See also: “What financial institutions do you support?”), within UFCU Money Manager please select “Help,” and submit a “Support Request.”
You can split tag your cash transactions so your cash withdrawal gets properly distributed. Learn more within our split tagging FAQ.
To delete an account, please take the following steps:
Your account should now be deleted.
Here’s how you can personalize how you view your financial institutions:
That’s it! From now on your account will display the new name. You can change the name again at any time.
A tag is a one-word description. Use tags to categorize your transactions to get a good idea of how you're spending your money. When you add or update a financial institution, we will automatically pull in your most recent transactions and auto-tag (gas, food, clothes, etc.) them for you! We strongly suggest you edit your tags by clicking on the “edit” button associated with each transaction.
Tags makes it simple for you to track your spending in entirely new ways, and customized tags give you a more accurate view or your financial picture and budget.
We automatically “tag” your transactions, but to get a more accurate financial picture, we suggest that you customize them specifically to you.
To change a tag, please take the following steps:
If you would like to “split tag” your transactions, please take the following steps:
If you'd like your changes to a transaction's title or tags to be applied to similar transaction, 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:
By creating a budget, all of your spending from aggregated accounts begins to take form. As you spend money and save money, UFCU Money Manager will show you how you’re doing with what you've budgeted.
Also, be sure to view our video tutorial on setting up your budgets on the Budget page within UFCU Money Manager.
To edit or delete your Spending Targets:
Spending Targets include routine expenses like groceries, entertainment, or coffee. These expenses can be linked to a tag. The tag then links to your account transactions (if you've previously uploaded an account).
Note: You can add multiple tags here. For example, if you create a spending target for “Transportation”, this may include multiple tags such as: Gas, Tolls, Car.
Bills are recurring expenses such as rent, auto loan, or utilities. These expenses have a due date and you can input them into a calendar to keep track of your Cashflow and payment due dates. You can also set up Alerts to remind you as bills are coming up on the calendar.
Use it to get a quick glance of when your bills are due, when your paycheck is coming, and for setting up budgets. Click the navigation item “Cashflow” to open it and click on a day to add a new income source or bill due. Complete the details and the item is added to your Cashflow Calendar. You can also select which accounts comprise your Cashflow by clicking “Choose Accounts” above the calendar.
When adding an income source, simply choose between bi-weekly and semi-monthly frequency options. Bi-weekly is once every two weeks (on the same day), whereas semi-monthly is twice per month, separated from each other by 15 days.
Goals are a way for you to visually track your financial progress. What do you want to accomplish? Make a goal and start seeing your financial wants become a reality!
We help you to monitor your financial goals. Actually seeing your goals will help you to stay on track to achieving success! As you progress, we will let you know. Once completed, you will be rewarded with a job well done... Your wallet will thank you!
These are personalized notifications sent to your mobile device and/or email, which help you keep track of activities in your accounts. If you've set up a bill, it can alert you when that bill is coming up. If you want to monitor your checking account to avoid overdrafts, you can set up a low balance alert to let you know when your account falls below a preset amount.
For more details in setting up Alerts, be sure to view our video tutorial on the Alerts page within UFCU Money Manager.
From Dashboard, click on the navigation item “Alerts”. You can now enter these preferences at the bottom of the Alerts page.
As long as your cell phone can send and receive text messages, you can choose the Text Message option. Standard messaging charges will apply, so check with your wireless carrier for more details on text messaging fees.
Here's how to set up your Alerts:
There are a lot of browsers out there and we do our best to support as many browsers as we can.
We currently support:
Unfortunately, we cannot support your financial institution for automatic account aggregation because they require an image-based, randomly-generated security code to be filled out each time you sign in. We currently don’t have the infrastructure in place to support such a transaction; however, we're working on it and hope to be able to support such accounts in the future.