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My Finance

My Finance is an online Personal Financial Management tool.  This tool allows you to track spending, set budgets, and plan your financial future by combining information and transactions from all of your financial accounts, both inside and outside the Credit Union. My Finance is a free service provided to all members securely through our Online Banking website.

  • Improved layout and functionality
  • Now includes Truity mortgage and credit card information
  • Retirement planning feature
  • Automatic spending categorization, understand where your money goes
  • Alerts to keep you on track with your budgets
  • Find balance in your finances with helpful graphs
  • Review your information 24/7 through Online Banking

How to Set a Goal in My Finance

  1. Log in to Online Banking and click the My Finance tab.
  2. Select Add A Goal on the goal dashboard.
  3. Select your desired pay off or savings goal.
  4. Fill in the required information.
  5. Click the Create button to complete the process of adding a new goal.

Go to Online Banking

My Finance

Safe, secure, fast, and free

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New! Plan for retirement
Track personal financial goals
Create and manage budgets
Pull all your financial information into one place

 800.897.6991