Denali Alaskan Federal Credit Union Retail Online Banking User Guide

EnCompass Finance Management

EnCompass Finance Management is a financial management application designed to allow users to manage financial accounts including checking, savings, credit cards, loans and investments attached to multiple financial institutions all in the convenience of one safe and secure online site.

In the Services menu, select EnCompass Finance Management .

1 | The Budget feature allows you to establish Spending Targets , track your spending behaviors and setup alerts to notify you. 2 | The Cashflow feature allows you to enter Income and Bills onto a calendar to allow you to manage your monthly cash flow. 3 | The Goals feature allows you to define your financial goals and track your performance as you work towards reaching those goals. 4 | The Net Worth feature tracks your assets and debts to give you a visualization of your personal net worth. 5 | The Alerts feature allows you to get notifications on account balances, budget statuses, and more. 6 | The Add/Update feature aggregation, which allows you to add accounts from other financial institutions.

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