How to Start with Money Management
Getting started with Money Management takes just a few minutes and is already integrated into your Online or Mobile Banking.
- Log into your Online Banking, click the menu option on the top right (expand mobile menu on mobile)
- Accept the Terms and Conditions
- You’re all set!
It may take a few moments for the system to process all your accounts with Rogue Credit Union and generate a budget and spending analysis.
Adding Outside Accounts to Money Management
The Money Management system is a simple and intuitive way to access a holistic overview of your financial health.
Import information from your accounts at other financial institutions to track your entire financial life in one location!
Here's how:
Step 1:
Simply click the “Add an Account” button at the top right on the Accounts page to get started.
Step 2:
You will then be asked to select the financial institution for the account that you would like to link.
Step 3:
You will be asked to provide your Online Banking credentials for the financial institution that you wish to link. Don’t worry, your login information will never be shared and will only be used to establish a secure connection between the Money Management system and that financial institution.
After entering in your credentials it may take a while for the account details to populate in your Money Management. Once an outside account has been added, you will see the account details aggregated into your budgets and spending analysis.
Create a Budget and a Debt Repayment Plan
Budgets
You can create a budget and track your spending by clicking on the “Budgets” tab. The Money Management system automatically creates a budget for you based on past spending. If you would like to adjust your budget or create a new budget, simply click on the “Add New Budget” link at the top right of the Budgets page.
Debt Repayment
After importing all your outside accounts, go to the Debt page to see how long it will take to pay off your current debt and even explore different repayment strategies that may save time and money.
Click on the pull down menu at the top left of the screen for all the repayment options.
After importing all your outside accounts, go to the “Debts” page to see how long it will take to pay off your current debt and even explore different repayment strategies that may save time and money.
Click on the pull down menu at the top left of the screen for all the repayment options.
There are many other tools Money Management has to offer. Take a look around and see what useful tools you can find. You can click on the question mark at the top right side of the screen to learn more about specific tools in Money Management or to reach out to Money Management support.
Rogue Credit Union is working hard to provide an exceptional digital experience for you by providing the tools you need to stay on top of your finances.
