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

Do you Kasasa?

With Kasasa Cash you could be earning 2.25%* on your checking account balance each month. Your money isn’t locked in like many other traditional financial accounts like Share Certificates or Money Market Accounts.

Disclosures

*APY=Annual Percentage Yield. APYs accurate as of 01/01/2019. Rates may change after account is opened. Minimum to open is $25 for Kasasa Cash and $5 for Kasasa Saver. For Kasasa Cash, if qualifications are met each monthly qualification cycle: (1) Domestic ATM fees incurred during
 qualification cycle will be reimbursed and credited to account
on the last day of monthly statement cycle; (2) balances up to $15,000 receive APY of 2.25%; and (3)
balances over $15,000 earn 0.25% dividend rate on the portion of the balance over $15,000, resulting
in 2.25% – 0.51% APY depending on the balance. If qualifications are not met on Kasasa Cash all balances earn 0.05% APY. Qualifying transactions must post to and settle Kasasa Cash account during monthly qualification cycle. Transactions may take one or more banking days from the date transaction was made to post to and settle account. ATM-processed transactions do not count towards qualifying debit card transactions. “Monthly Qualification Cycle” means a period beginning one day prior to the first day of the current statement cycle through one day prior to the close of the current statement cycle. The advertised Kasasa Cash APY is based on compounding dividend. Dividend earned in Kasasa Cash is automatically transferred to Kasasa Saver each statement cycle and does not compound. Actual dividend amount paid may be less than advertised Kasasa Cash APY. The Kasasa Saver APYs may be less than Kasasa Cash APYs. If qualifications in Kasasa Cash are met each monthly qualification cycle: (1) balances up to $25,000 in Kasasa Saver receive an APY of 0.75%; and (2) balances over $25,000 in Kasasa Saver earn 0.25% dividend rate on portion of balance over $25,000, resulting in 0.75% – 0.35% APY depending on the balance. If qualifications are not met on Kasasa Cash, all balances in Kasasa Saver earn 0.05% APY. Limit one account per SSN.

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