Managing different financial accounts made easy
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 lightly
- 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.
Try Financial Snapshot today!
To access Financial Snapshot, log into online banking. At the top of your online banking page, there will be a tab called "Financial Snapshot" (right after Credit Cards), click the tab to enroll!
How to Add an Account & Gain Control
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.
Step 1: On your Dashboard, click "Add" under navigation above your current accounts.
Step 2: Select your account from the available institutions OR use the search feature to find your account.
Step 3: Complete the required account information, and select "Connect."
Step 4: Once your account has been added, you’ll receive a notification on the Dashboard. Confirm your transaction and balance information is correct and begin managing your finances!
Use Financial Snapshot For A Chance To Win !
Put your financial plan in action. Stay on track.
It's time to put your financial plan in action! It's easy to stay on top of your finances with OUR Credit Union. We offer the tools to control your money -- use Financial Snapshot from to forecast what money is going in and coming out so you can make smart financial decisions.Cashflow Calendar brings your income and expenses to life with a personal interactive calendar.
It pays to put your plan in action!
Add a Bill or Income source to the Cashflow Calendar in Financial Snapshot, and be entered to win $500, $250, or one of three $100 prizes!* It pays to control your cash flow and see how much money you have available to pay bills and other expenses day by day.
Entering is easy. Log in to Financial Snapshot and add at least one Bill or Income source to your Cashflow Calendar before May 31, 2017, and you’ll be automatically entered into the drawing to win one of five cash prizes.
Let us help you stay on track with your financial plan.
How to Add a Bill or Income & Win!
Financial Snapshot makes it simple to reduce financial stress. Anticipate and monitor all your bills and income on your cash flow calendar.
Step 1: Navigate to the "Cashflow" tab of Financial Snapshot
Step 2: Select "Add Income" or "Add Bill" from above the calendar view
Step 3: Complete the required fields including: Name your bill/income, how much and often you get paid or what amount is due.
Step 4: Click the green "Add Bill" or "Add Income" button on the bottom of the form.
Step 5: Your bill or income will now appear on the calendar for you, whether it's a monthly, weekly or quarterly payment.
*NO PURCHASE NECESSARY. Open only to legal residents of the 50 United States (D.C.) and Puerto Rico, 18 years and older. Ends 5/31/2017. For Official Rules, including odds, alternate method of entry, and prize description, visit the Contest Rules. Void where prohibited.