Money Management

Money Management, our Personal Financial Management (PFM) tool, available through Online Banking, encompasses the tools needed for financial planning and budgeting to help guide you down the path to financial wellness. Money Management is an included service for members wanting to begin taking control of their money today!

Money Management gives you access to these services:

1. Bring in accounts from outside of ITCU.
2. Include or exclude whatever accounts youd like such as Childrens accounts, Business accounts, etc.
3. Transaction editor is streamlined and optimized for clarity
4. The tagging system intelligently categorizes transactions
5. The layout provides a concise view of budget progress
6. Ability to create new spending targets