Financial Wellness

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

Financial Wellness gives you access to these services:

Dashboard

Bring in accounts from outside of ITCU.
Include or exclude whatever accounts you’d like such as children’s accounts, business accounts, etc.

Accounts/Transactions

The tagging system allows for greater categorization of transactions
Split-tagging system provides you to allocate transactions towards multiple tags
Additional account information will be shown on an as-available basis (available balance, payment due dates, minimum payment amounts, etc.)
Monitor by account type, debit or credit transactions, etc.
Export your PFM transactions via CSV file. Have all your transactions in a printable format to review outside the PFM app.

Budget

Layout provides a concise view of budget progress
Ability to create new spending targets
“Monthly progress” meters let you see if you’re outpacing your budget for the month with colorful indicators
See how much money is available after your bills are paid and goals are met