Star One Credit Union A Quick and Easy Guide to Online Banking

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Services

Financial Tools

The interactive Personal Financial Management tool allows you to monitor and budget your money in one familiar place. By linking your external accounts, credit cards, assets and loans, PFM allows you to create budgets and track your spending habits without leaving our website.

Click on the Additional Services tab, then click the Financial Tools button. Different links appear on the Home page, which take you to interactive widgets with various information. • Spending : See how you’re spending money in a visual representation. • Budgets : Track your monthly finances by adding targets to help you better manage your expenses. • Trends : Track your habits even further to see how you spend your money over time. • Debts : Lets you see all your debts at once to gage how additional payments or payoffs affect your finances. • Net Worth : Sum up your assets and debts and view pie charts to see how funds are allocated. • Goals: Organize your priorities by creating financial goals such as building a savings account or paying off your debt. • Cash Flow: See all your income and expenses on any given day.

Services: Financial Tools