Are you worried that your spending is out of control? Instead of living paycheck to paycheck, create a budget with Digital Banking. The Budget Tool allows you to set your income, spending categories, and spending limits. Then, we’ll track your progress based on the spending from your Connexus account. With the right tools, creating and following a budget can be easy. Experience control by getting started today.
How to Create a Budget
Step 1
Log in to Digital Banking on a computer. Click “Budgets” in the menu.
Step 2
Create a name for your budget and select the account.
Step 3
Add categories and amounts to your list of expenses and income. When finished, click “Create Budget.”
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FAQs: You Asked. We Answered.
The Budget Tool will monitor your progress based on your spending, but you can take it a step further by setting up Account Notifications. You can set up alerts to notify you when a budget or budget category is exceeded.
Yes, you can edit your income, spending categories, and spending limits at any time.
Log in to Digital Banking through the desktop site and click on the “Budget Tool” widget. On the upper right portion of the screen, you will see a “Help” button with a question mark on it. If you click on that button, you will find more instructions.
Disclosure
1 Connexus Mobile app is available for Apple® or Android™ mobile devices. Message and data rates apply. Visit www.ConnexusCU.org for terms, conditions, and details. Apple® and the Apple® logo are trademarks of Apple® Inc., registered in the U.S. and other countries. App Store® is a service mark of Apple® Inc. Android™ and Google Play™ are trademarks of Google™ Inc.
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