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Online Budgeting Tools

Your total financial picture… available at a glance.

Connect ALL your accounts — even loans and accounts at other institutions — to keep track of your money. With CEFCU’s free Online Budgeting Tools, you can:

  • Create a budget.
  • Track spending.
  • Meet your goals.
  • Link external accounts — like savings, loans, and credit cards.
  • See your expenses and income over time — from three to 12 months.
  • And more!

With seamless integration, your account transactions are automatically updated and categorized, your budgets are set, and both can be edited any time.

Get started today. Log in to CEFCU On-Line® or Mobile Banking and start using Online Budgeting Tools!

Online Budgeting Tools

Budget

Budgets are set by category based on your spending patterns. They can be edited any time, and you can add items — like education and health/fitness — that fit your lifestyle and finances.

Spending

Transactions are categorized with easy-to-use graphics so you can see your spending patterns. You can view transactions for additional details or remove what doesn’t apply to your budget.

Trends

Visual trends allow you to track and compare income and spending patterns. Choose snapshots from three to 12 months. You can view all spending categories or just one.

Net Worth

Reports are organized so you can see your assets and liabilities at a glance, and you can track your net worth month to month.

Debts

A side-by-side comparison of your debts — Vehicle Loans, Home Loans, etc. — lets you see how much you owe plus an estimate on when you’ll be debt free.

Take control of your finances today

Not enrolled? Get started here. Just log into CEFCU On-Line and Mobile Banking and choose from the Online Budgeting Tool menu.