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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
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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.
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Goals
Visually tracking your financial goals can help you take control and make 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 payoff 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.
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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!
Manage Your Money Without Ads from Other Financial Institutions.
Become a Member
Strata Credit Union is member-owned. That means every dollar you put in goes right back to you in the form of better rates, lower fees, and dividends. At Strata, we put our members first. Anyone who lives, works, or attends an educational or religious institution within Kern County is eligible for membership.