Money Management is our free personal financial management tool available to you in eBranch.
Use this tool to better understand your finances. See all of your accounts (including those from other financial institutions) in one place, view your budgets with easy-to-understand graphics and keep track of spending with auto-categorized transactions.
A few of this tool's features:
- Debt payoff forecasting
- Set goals like debt payoff, savings and retirement
- Cash flow calendar
- Auto-categorization of transactions
- Text and email alerts
- Detailed net worth analysis and tracking
Maximize your money and take charge of your finances in just a few simple steps!
Go to your Global eBranch
Select Money Management under the "More" tab
Add your accounts
Your Global account info will automatically be input into the system. You can add your other accounts including: external financial institutions, auto loans, credit cards, mortgages, investment accounts, department store accounts and more!
Most accounts are verified just by using your login credentials for each account. You can also manually enter them if necessary.
Add your budget
Under the budget tool, input your projected income. Then add your budget for bills, entertainment, home, food or whatever else you can think of!
Label transactions
Money Management does its best to label your budgets automatically. You can do this manually though by clicking on your transactions and choosing which budget it belongs to. This is extremely helpful for reoccurring payments.
Become a Member!
Experience the difference of credit union membership. When you join Global you're more than a customer, you're a member and an owner. Your membership gives you access to a suite of products designed with you in mind.
Wondering if you qualify for membership? If you live or work in Washington or North Idaho, you can join! Click here to see all the ways you may be eligible for membership.