Money Management
Take control of your money with tools that are easy to use and give you a clear view of your finances.
Your money management destination
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Track savings or debt payoff goals
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Tools for cash flow & recurring transactions
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Connect accounts in 5 minutes
Start by connecting all your accounts, loans, and investments from any institution in just 5 minutes.
Ways you'll use Money Management
Plan for big moments
Whether you’re saving up for a vacation or a new car, set goals that help you track your progress and better manage your budget.
See where your money goes
Connect all your accounts in one place to get a clear view of your spending, spot patterns, and make smarter everyday choices—without switching apps.
Stay ahead of the unexpected
Build an emergency fund, set up automatic transfers, and get insights to help prepare you for life’s curveballs.
Discover the capabilities
Manage debt
See all your loans and debt in one place and learn techniques on how you can pay them off in less time and pay less in interest.
Money Management FAQs
Money Management needs your username and passwords to provide you with up-to-date information on your accounts. We use this information to establish a secure connection with your financial institution, investment company, or credit card provider so we can download and categorize your transaction information securely and automatically.
- To get to Money Management, hover over Plan & Track, then select Track with Money Management.
- Click +Add Accounts or click Accounts in the menu on the left, then +Add.
- Search or select the financial institution, and enter your account credentials. Depending on the financial institution, additional verification may be required.
- To get to Money Management tap More, then tap the Money Management icon at the top of the screen.
- When inside Money Management, tap + in the home page dashboard view or tap Accounts in the menu ( three horizontal lines) then +.
- Search or select the financial institution, tap the correct logo/name then tap Go to log in.
- You may be required to enter in additional verification information established with the external account.
- When finished adding new accounts, tap the X in the top right corner to return to all accounts.
Hiding an account means we’re still linked to your account and will still keep track of your transactions in it; we just won’t show it to you. The account will appear under Accounts marked as Excluded, but not appear in your account total on the right under All Accounts or under your Transactions.
Here’s how to exclude your account:
Online Banking:
- Navigate to the main Money Management dashboard by hovering over Plan & Track and clicking Track with Money Management.
- Click on Accounts in the Overview menu, then click Manage.
- Select your financial institution and then choose the account you wish to exclude.
- Toggle the switch next to Show this account to hide or un-hide the account.
Mobile app:
- Tap More then Money Management at the top of the screen.
- Tap the menu button, and select Accounts.
- Tap the icon that looks like a card and gear.
- Select your financial institution and then choose the account you wish to exclude.
- Toggle the switch next to Show this account to hide or un-hide the account.
You can remove mobile access to your account, change your password, or delete the account entirely within Online Banking. With your username and password and biometric security options, your accounts are protected on your mobile device.
You can set up a variety of custom alerts in Money Management including non-GECU accounts. To get started, open Money Management in Online Banking or our mobile app.
- In Online Banking, click on the gear icon next to Manage Money (on the left).
- In the mobile app, tap the gear icon at the top of the page.
Helpful Resources
Money Minutes Blog
From online bills to spending habits and everything in between, you have a lot of things to keep track of. If you don’t stay on top of these and other money needs, your financial well-being could take a hit. That’s where Money Management comes in.
It’s Look on the Brightside Day. Sometimes, the best way to approach a situation is with positivity. This is especially true when facing money issues.
Inflation is at a 40-year high, according to the March consumer price index.1 Many Americans are seeing the effects of inflation at the pump, the grocery store, and at home