Now is a great time to take control of your finances, your way, with CEFCU’s free Online Budgeting Tools. Online Budgeting Tools, located in CEFCU On-Line or Mobile Banking, helps you connect all your accounts — even loans and accounts at other institutions — to keep track of your money.

You can:

  • Create a budget.
  • Track spending.
  • Meet your goals.
  • Link external accounts — like savings, loans, and credit cards to pull in transaction data.
  • See your expenses and income over time — from three to 12 months.
  • Track past, current, and future income and expenses to view your cash flow.
  • And more!

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

Got a big purchase coming up? Try our Cash Flow widget in Online Budgeting Tools. It tracks and displays past, current, and future cash flows, so you know ahead of time if you’ll be able to afford a large purchase. Plus, it’s a great way to see all of your income and expenses on any given day, including future predictions.

Get started today! Log in to CEFCU On-Line or Mobile Banking and start using Online Budgeting Tools! Not enrolled? Get started here. Just log into CEFCU On-Line and Mobile Banking and select the Online Budgeting Tools menu.

Learn more in the Online Banking video library.