The new Mission City FCU Personal Finance Management Tool, “MyFinances” is a powerful new way to look at your finances. It’s a full-featured PFM that provides members with a powerful new way to look at their overall financial picture.
You can think of it as a full financial dashboard inside of your online banking portal for all of your accounts from your Mission City FCU accounts to your credit cards, and other accounts — like retirement accounts and more.
You can aggregate all of your different accounts with multiple financial institutions, credit, and department store cards. Then set budgets and goals, watch your overall cash flow, and calculate your net worth. You can even set up alerts for all of your different accounts in one place.
In either format, you can still click on the account to see the detailed transaction history for that account.
- Aggregate all of your account information at different financial institutions in one place
- Track spending and categorize your purchases and payments
- Create and monitor budgets
- Calculate net worth
- Create and track financial goals
- And much more
Exploring MyFinances - Part 1: Getting Started
Exploring MyFinances - Part 2: Linking Accounts
Exploring MyFinances - Part 3: Creating a Budget
Exploring MyFinances - Part 4: Paying Off Debts
Financial Resources for Whatever
As the only financial institution founded and operating exclusively inside of Santa Clara City boundaries, we're committed to the people and future of this community.
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