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New and Improved My Finance Tool
Heritage Federal Credit Union (HFCU) recently updated the My Finance Tool in Online Banking. Now, it’s easy to manage money, monitor spending and actually see where your money goes. If you want to save money, improve financial health and make financial management easier, this is great news for you.
HFCU My Finance makes it simple to stay on track. Set goals, and maintain your finances responsibly.
Step 1: Select “Add A Goal” on the goal dashboard.
Step 2: Select your desired pay off or savings goal.
Step 3: Fill in the required information.
Step 4: Click the “Create” button to complete the process of adding a new goal.
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.
The new and improved personal finance manager will offer several new advantages, but will require some action on your part to complete setup. The HFCU My Finance tool is on a new platform; therefore, if you have used the program before you will need to review the following checklist to ensure you are prepared for the transition to this new system:
You will not need to take any action to see all your HFCU account information when you login after the new tool is launched. Unfortunately, this tool will not migrate over your current external linked accounts, financial goals, budgets, or alerts that are currently setup in the existing My Finance. We apologize for this inconvenience, but hope that the new advantages of the tool will offer you more benefits and options.
My Finance Demo Site
(To use the My Finance Demo tool, simply enter any email address and click “Log in”)
How to Sync Accounts
How to View Cash Flow
How to Budget
How to Set Goals
Online banking now offers users the chance to incorporate financial data from up to 17,000 financial institutions. A complete financial picture is generated, offering a new level of empowerment. This is a great way for a family to monitor all your financial activity.
Within online banking, you can set budgets for your household. Spending targets assure more sensible money management habits and this demonstrates your financial institutions commitment to advocacy. This is a tool for those looking to save for a new home.
Online banking users can now see where their money goes and what is coming in. Help your view your cash flow. This is a way to see your whole financial status and monitor to help avoid overdraft charges.
My Finance provides online banking users a holistic view of all holdings and any debts. With visualization, people can track progress towards retirement goals.
Online banking users can now establish short and long-term goals online. Reducing or consolidating credit card debt is a worthy goal. My Finance keeps you on track to save.
My Finance gives you many ways to stay on top of cash flow, goals and budgets. It also helps detect early warning to possible fraud.
My Finance is integrated into your Online Banking platform. Users can feel safe by using this secure website.