OnPoint Community Credit Union Retail Guide

126

Financial Tools Welcome

Welcome to Financial Tools, a valuable feature of OnPoint Community Credit Union’s Digital Banking. Financial Tools can help you understand more about where you spend money, track your day-to-day financial life, and establish budgets to reach your personal financial goals. Although Financial Tools is not designed to replace a professional financial advisor, it can help you gather much of the information you need to review when meeting with a financial advisor, planning for your financial success, and preparing your taxes. The Financial Tools concept has been around for more than twenty years. Software packages, like Intuit’s Quicken or Microsoft Money, helped collect and categorize financial transactions with data from different financial accounts. Our Financial Tools service is fully integrated with Digital Banking, making it easier than ever to enter and categorize transactions. About This Guide We have created this guide to help you get the most out of Financial Tools. The first section offers helpful definitions and explanations of the Financial Tools process. The second section walks you through the steps for using Financial Tools within Digital Banking.

Financial Tools: Welcome