CEFCU On-Line & CEFCU Bill Pay

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Online Budgeting Tools Online Banking Home Page

Personal Financial Management is easily accessed from the home page (Accounts Summary) within CEFCU On-Line. There are five widgets within the Personal Financial Management service: Net Worth, Budget, Spending, Trends, and Debts. These widgets help you review and manage the data within PFM. Although you are enrolled in CEFCU On-Line, you will need to activate the PFM features. To do this, simply select any of the widget titles and an enrollment screen will display. After reviewing and accepting the Terms and Conditions, you can proceed and begin using PFM. Different tabs appear on the Home page, which takes you to interactive features to help you manage your finances. • Net Worth : Total your assets and debts and view a line graph to see how funds are allocated. • Budget : Track your monthly finances by adding targets to help you better manage your expenses. • Spending : See your spending habits in a visual pie chart representation. • Trends : Track your habits even further to see how you spend your money over time. • Debts : View all your debts and view payment plans to become debt-free as quickly as possible. • Cash Flow: See all of your income and expenses on a given day, including future predictions. Know ahead of time if you’ll be able to afford that big purchase.

Online Budgeting Tools: Online Banking Home Page