Track your spending, savings, goals, and budgets all in one place.
Whether you’re a budget-loving number-cruncher or not, we've got the
tools to make managing your finances easier than ever before. With
your Spending Activity and Savings Goals all in one place, you can
quickly and easily accomplish a variety of budgeting tasks and stay
on track to achieve your financial goals.
Utilities, groceries, a tank of gas, maybe a latte or two. Our monthly expenses add up quickly, and it’s tough to track them down to the dollar. Now you can get a clearer picture with our Spending Activity Tool. This handy tool categorizes all your transactions automatically, provides a visual display of your spending habits, and makes budgeting easier.
Whether you’re saving for a new car, college, a vacation, or a wedding, set your goals in Digital Banking. The Savings Goals feature allows you to create multiple personalized goals and track your progress. Saving is a key part of financial success, and our Savings Goals feature makes it easier to stick with it.
Download the Connexus App1 on your phone, tablet, or smartwatch!
When viewing the Spending Activity tool, click on “Accounts: All” in the upper right corner of the screen to select which accounts to view.
Log in to Digital Banking through the desktop site and click on the “Financial Health” widget. On the upper right portion of the screen, you will see a “Help” button with a question mark on it. If you click that button, you will find more instructions.
Yes, you can edit your goal details if you’re ahead of your mark or falling behind.
The Savings Goal tool will track your progress, but you can take it a step further by setting up Account Notifications. You can set up alerts to notify you when a goal is completed or when a goal is in danger of being missed.
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.