Looking for a Smarter Way to Manage Your Money?
Financial Tracker is here to help.
Financial Tracker is a no-cost Personal Financial Management (PFM) tool from ILWU Credit Union which can help you track spending, set goals, establish realistic budgets and view and access your accounts from other institutions all in one place. Financial Tracker can help you stay on top of your bills, your cash flow and your entire financial picture, so you can set clear goals and achieve them. You can sync accounts with nearly 20,000 financial institutions.
Login to ILWU Credit Union Online or Mobile Banking and select Financial Tracker from the main menu to get started!
View the video below or download the Quick Start Guide to learn more.
On the home page of Financial Tracker you’ll see a spending wheel that shows you at a glance how much you’re spending on bill paying, entertainment/dining, retail, groceries and more. This gives you head start on breaking your spending into more specific categories.
Build and view spending targets that are important to your financial big picture. The new insights feature provides your spending history, along with suggestions for staying on track.
Add An AccountSyncing other accounts in Financial Tracker for a complete financial picture is simple. You can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once your accounts are synced, you can track spending, set budgets, calculate your net worth and more.
Step 1: Navigate to Accounts, and click the plus sign to “Add Linked Account.”
Step 2: Select an institution or use the search to find your institution.
Step 3: Enter in the required information and select "Connect.”
You'll receive a notification on your Financial Tracker dashboard once the account has been synced successfully.
Add a Spending Target todayLook at the budget insights for guidance on what to budget based on spending.
Step 1: Navigate to Budgets and click on “View Budgets.”
Step 2: Click on the Spending Target you’d like to edit from the list.
Step 3: Click “Edit Budget” to edit or delete.
Step 4: You can change the name, amount, tags, and accounts associated with this Spending Target from here.
If you have any questions, please contact a Member Services Representative at 866.445.9828.