My Finance Tool

geezeo my finance tool

New and Improved My Finance Tool

A better way to manage and save money.

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.

Add a Goal & Stay on Track

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.

Already a HFCU My Finance User?

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:

  1. Make sure you screen shot, list or print out in the current My Finance Tool your:
    a. Goals
    b. Budgets
    c. Alerts
    d. Listing of linked accounts (non-HFCU accounts)
  2. To resync all your linked accounts at other financial institutions, insurance companies, retirement brokers, etc., you will need your username and passwords for those systems. Like the current system, these credentials will be needed to establish the link to those external accounts. Be prepared have a list!

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”)

Online Banking


My Finance Video Tutorials

Overview

How to Sync Accounts

How to View Cash Flow

How to Budget

How to Set Goals


FAQs