Earlier this year, GE Credit Union launched our Money Management tool which is available through online and mobile banking. Money Management gives you a wide variety of integrated tools (shown below) to help manage your cashflow, your budget, and help you meet your long-term financial goals. 

Michael M., a long-time member in Minnesota, wrote to us to share what he loves about this new online tool.

"I’m using the Money Management tool and loving it. I find it so useful and easy to use. It really has allowed me to see the ‘big picture’ of all my finances and spending as all my accounts are there and grouped together by type — mortgage, checking, credit card, loans, etc. Over the last several years, I’ve tried several different apps and online money management tools that never quite seemed to meet my needs: They were either too complicated or required too much effort or bombarded me with ads and I would lose interest in using them. 

"I’ve been using GE Credit Union’s Money Management tool for several months now and it has great features. The ‘Trends’ allows me to easily see historical trends in my spending. The mobile banking app allows me to enter my cash transactions quickly and easily via my phone as well. Seeing all my expenses in the categories really makes it easy to see where most of my money goes and where I can make adjustments to save more."

—Michael M., member since 1992

See an aggregate view of all transactions from internal and external accounts. Filter the view by account or date, as well as search the dataset for any keyword or amount.
		See a visualization of spending categories over a defined date range. Change the date range, view a visualization of income sources, and drill down to subcategories and transactions.
Customize your budget and see how you are doing at any point in time.
			Drill into subcategory views and see transaction details, and track income....You can even define the date range over 3, 6, 9 or 12 months.
Calculate your net worth across all accounts at all financial institutions.

It's easy to get started with this free financial tool! Simply login to Online or Mobile Banking, select the "Manage Money" button and then "Money Management," and follow the prompts.

• For more information, go to the Money Management page on our website.