Personal Finance Manager

 

Demo | More InformationRegister

Personal Finance Manager

 

Demo | More InformationRegister

Personal Finance Manager

UCU's home banking platform!

Enter your username in the Personal Finance Manager log-in area in the upper right and click Sign in.

New user?

Features include:

  • Reports & Tracking
  • Expense Analysis
  • Bill Pay
  • Account Aggregation
  • Budgeting Tools
  • And More!

Demo Videos:

  • Registration - a quick registration will be required for all users. Current home banking users, enter your username and click sign in
  • Features - including Transfers, Bill Pay, Loan Payments, eStatements, & Mortgage eStatus
  • Customization - including nicknames, home screen and searching
  • Account Aggregation & Quicken - easily upload accounts from other financial institutions
  • Profile & eAlerts - manage your personal information and alert notifications


Attention Quicken & QuickBooks users: Make sure you read the OFX/QFX download information before proceeding. Make sure to back up your data file and DO NOT select Create a new account or Create a new Quicken account. Please select and view the appropriate version instruction document below.

  • Click here for Quicken Essentials for Mac 2010-2012 WC
  • Click here for Quicken Essentials for Mac 2010-2012 EWC
  • Click here for Quicken for Mac 2005-2007 WC
  • Click here for Quicken for Windows 2010-2012 EWC

eAlerts

Stay connected to your UCU account with the enhanced eAlerts feature in Personal Finance Manager! eAlerts are notifications sent to you via email or text message regarding pre-set transactions or events that take place on your account.

Notifications include:

  • Low balance alerts
  • Deposit postings
  • Debits or withdrawal notifications
  • Daily Balance updates
  • Loan payment due date notifications
  • Home Banking access alerts
  • Line of credit access alerts
  • Specific check number clearings
  • And more!

Click here for a more information and complete list of all available eAlerts and how they work!

Electronic Services application.