Skip to main content

Money Management

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

  • Transaction editor is streamlined and optimized for clarity
  • The tagging system intelligently categorizes 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

Goals

  • See how much money is available for goals after your bills and budgets are taken into consideration

Net worth

  • Provides a graphical overview of your asset and debt breakdown
  • Ability to add custom asset and debt items (e.g. house, car, non-aggregated loans)

Additional Available Services

With every new account, the value of membership keeps growing – better rates, better products, better value for all.

Become a Member

With Mobile Banking, you can check your balance, view your recent transactions, deposit a check.

Mobile Banking Details

InTouch Credit Union encourages our members to “Go Green," and can help with some electronic, paperless options.

eServices Details

Connect With Us