According to FDIC, about half of the people in the US have more than one financial institution. You may have an auto loan with one credit union, your mortgage with a bank, and direct deposit happening at a different institution.  With all the options for moving money and different services or promotions, you might find it is hard to keep track of all your money. This is where a personal finance manager comes in very handy.

A personal finance manager is a set of tools to help you track all your money, set budgets, see your spending habits and get notifications. The great thing about this service is that you can do it all from within your Ascent CU account. Some benefits of using these tools include:

  • Free service
  • You can link all your accounts, even from other financial institutions, to view them all in one place
  • Allows you to see what cash is available to safely spend on a daily basis
The finance manager tools are based on transactions that hit your accounts. Click on the link and scroll to the bottom of the page for more info and video tutorials on each tool we offer:

Ascent Credit Union is proud to offer these services for our members. If you have any questions or need help accessing these tools, please contact us.