Resources

Money Manager

Manage your accounts with ease

Welcome to Strata's Money Manager

A no-cost Personal Financial Management tool from Strata Credit Union


Start Tracking Your Spending Today

Set yourself up for success. Save hundreds of dollars every year by tracking spending, setting goals and establishing realistic budgets. Login to your Online account to GET STARTED!

Why Use A Money Manager

It’s going to give you financial control and save you time and money. You’ll know where your money goes, how much you are saving, and be able to set goals and track progress. You can sync accounts with nearly 15,000 financial institutions.

  • Get your complete financial picture.
  • Tag transactions to understand spending habits.
  • Make informed choices with the cash flow calendar.
  • Visually track your progress, reach financial goals quicker and easier.
  • Stay informed with account alerts.
  • Monitor total assets and debt for up-to-date net worth.

Add An Account

Syncing other accounts for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are synced, track spending, set budgets, calculate your net worth and more.

  • Step 1: Select “Add” above your current account listing.
  • 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 dashboard once the account has been synced successfully.


Cash Flow Calendar

The cash flow calendar brings your budget to life through an interactive calendar. With the calendar you can see how much money you have available to pay bills and other expenses day by day… allowing you to make informed choices on when to schedule bills and other spending.

  • Step 1: Navigate to the “Cashflow” tab.
  • Step 2: Select “Add Income” or “Add Bill” from above the calendar view.
  • Step 3: Complete the required fields
    (Name your bill/income, how much and often you get paid or what amount is due).
  • Step 4: Click the “Add Bill” or “Add Income” button on the bottom of the form.

Your bill or income will now appear in the calendar for you, whether it’s a monthly, weekly or quarterly payment.

Summer Home Money Manager


Goals

Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.

  • Step 1: Select “Add A Goal” on the goal dashboard.
  • Step 2: Select your desired pay off or savings goal.
  • Step 3: Fill in the required information.
  • Step 4: Click the “Create” button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances.

Manage your money without ads from other financial institutions.

Get Started Today!
Start Tracking

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