Money Management

Simplify your financial life – one step at a time

We’re making it easier than ever to visualize and interact with your money. With Money Management, you’ll gain powerful insights on when, where and how you spend.

With Money Management, you can:

• See all your accounts in one place
• View your spending trends
• Set and manage budgets
• Visualize your financial goals

Money Management gives you the tools to start simplifying your finances—and so much more.

See All of Your Accounts in One Place

With the Money Management tool, you can add any account you own, including those outside of Forrit CU, to see a complete picture of your finances.

Budgeting Made Simple

Budgeting made really easy! Take the hassle out of budgeting by creating a personalized budget based around your lifestyle.

Watch Your Spending

Get a quick glimpse at how much you spend in each spending category. Review a month-to-month comparison lets you see if you’re improving.

Discover Your Financial Trends

The Trends tool can help you conceptualize the way you spend and make money throughout the year. So, you can quickly see if you are spending where you want to be and liking within your means.

Transactions Made Clear and Simple

Money Management makes it easy to read your transaction history by simplifying the names and placing the transactions into categories so you can get a comprehensive look at your spending.

Get started with these simple steps:

• Log into online banking or the mobile app
• Navigate to Money Management
• Connect your external accounts

The tools to help you reach your financial goals are right at your fingertips. Start building a brighter financial future today.

• Money Management FAQs