A Better Way to Manage Your Money

Published July 11, 2025

 

We’re rolling out exciting updates to our Money Management tools designed to help you take control of your finances with greater ease, clarity, and customization.

 

Whether you’re tracking your budget, keeping tabs on your net worth, or simply checking account balances, the updated experience is more intuitive and packed with helpful features, all in one place. These enhancements will go live this month and aim to make managing your money smarter and simpler.

 

The redesigned dashboard puts the most helpful financial insights right up front, making it easier to view what matters most at a glance. New widgets for Recurring Transactions and Cash Flow help you stay on top of what’s coming in and going out.

 

You’ll now see account balances and details without needing to click into each one. It’s faster, clearer, and easier to stay informed. You’ll also be able to edit and personalize your account information directly from this view. Adding Accounts Connecting accounts has never been easier. “Add an Account” is now “Manage Connections,” and you’ll manage all linked accounts from one simple menu. This update clears up a common pain point and gives you a seamless experience.

 

 Cash Flow now provides a simplified summary of what’s being paid out and what’s left, giving you a clearer understanding of your money in motion at a glance.

 

A new feature allows you to view both upcoming and paid recurring transactions in list and calendar form, so you never miss a payment or get surprised by an automatic charge again.

 

Managing financial goals is now more interactive, with clearer progress tracking, categorized goal types, and a celebratory experience when goals are achieved.

 

The updated transaction view offers inline insights to highlight key details or suggested actions. Plus, you can now dive into your spending by category to better understand where your money is going, with fewer clicks.

 

Your budget bubbles will be easier to read with updated colors and clearer labels showing how much of your budget is left. You can also see trends over time to help build better financial habits.

 

A refreshed look at your debts includes improved payoff tools, while Net Worth tracking gives you a complete picture of your finances, including toggles to view progress over 3, 6, 9, and 12 months.

 

These updates are all about helping you feel more confident and in control of your financial life. Whether you’re just getting started with budgeting or looking to fine-tune your financial goals, we’re here to support your journey, every step of the way. Stay tuned for more updates, and as always, thank you for being a valued member of Neighborhood Credit Union.