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Do you ever wish you could view all of your financial accounts in one place? Now you can! Check balances, create a budget, set goals, and more- all in one place!

What can you do with Financial Snapshot?

  • Check when bills are due
  • Cashflow Calendar – see when cash is coming in, and when cash is being paid out
  • Create visual graphs showing your expenses and more
  • Budget with ease
  • Set goals and view progress
  • See your Net Worth by compiling all of your account

The Benefits of Financial Snapshot:

  • Flexible – it’s for every stage of life and income level, can be used to the max or just slightly
  • Convenient – Members can pull most all accounts into one place, providing a snapshot view of everything
  • Helpful reminders – alerts and tips
  • Financial Growth for our members – Knowledge is Power!
  • Peace of Mind – one safe and secure location to control their finances


The real power of Financial Snapshot is in its ability to help you gain control of your finances by monitoring all your accounts in one place. To access Financial Snapshot, you will need to log into online banking.

If you are using a web browser:

Step 1: On your Dashboard, select one of your current accounts.

Step 2: Find and click on the square icon on the top left of the page titled Financial Snapshot.

If you are using the OUR Credit Union app:

Step 1: On your Dashboard, click the Menu option which is shown as three horizontal lines in the top left corner of the page.

Step 2: Choose Financial Snapshot from the list.

From here you will be able to view your Spending by Category, Monitor Your Spending Habits, Manage Your Cashflow, Set Financial Goals & more!

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.
Goals will automatically update your progress and will reflect your day-to-day account balances.

That's it! It's that simple. But while you're there, why not set a few more?

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