Budgeting Tools
Budget tools for better money management.
The foundation of sound financial management is having a solid budget. Knowing where each of your dollars goes helps you maintain control over your finances, and not the other way around.
The budgeting process can feel overwhelming for almost anyone. Our goal at Wauna CU is to take the noise away and make it as simple as possible for you to manage your finances and know exactly where your money goes each month.
The Money Management Budgeting Tool
See your whole financial picture — all in one place.
Wauna Credit Union’s free Money Management budgeting tool helps you organize, understand, and plan your finances.
With Money Management, you can:
- Create a personalized budget
- Categorize spending and expenses
- Track your financial goals
- See spending patterns
- View accounts from Wauna and other financial institutions in one place
Money Management helps you visualize where your money goes so you can make informed decisions and plan ahead.
How does Money Management work?
Money Management uses your account information to help you organize your finances. You can create categories and budgeting plans to see how your money is allocated — like creating virtual “buckets” for planning purposes.
These categories are for tracking and budgeting only. Money Management does not move money, transfer funds, or change your account settings. Your actual account balances and transactions remain unchanged unless you make a separate transaction through your normal banking tools.
How do I access Money Management?
Simply log in to your online banking dashboard and select the Money Management button.
Once you have established your online babanking account, you’ll have immediate access to this free budgeting tool.
How much does Money Management cost?
Nothing! Money Management is a free financial wellness tool available to all Wauna Credit Union members.
Start organizing your finances today and see how simple budgeting can be.
Other Budgeting Resources for Wauna CU Members
In addition to Money Management, Wauna CU recommends the following budgeting resources for its members:
With the right budgeting tools, you will be more confident with managing everyday finances and working towards your personal financial goals. Get started today!
