Personal Financial Management

Taking control of your finances has never been easier!

NEFCUOnline is compatible with a variety of tools to help you manage your finances including Quicken® Web Connect, Quicken® Direct Connect, and Money Management by MX.

Some of the benefits of using a PFM include the ability to:

  • See exactly where your money is going by categorizing expenses
  • Create, and stay, on a budget
  • Set goals to get out of debt and stay out of debt
  • Plan for retirement
  • Ensure bills are paid on time
  • Avoid being overdrawn
  • Stay on top of your day-to-day finances
  • Easily uncover any unusual account activity

Money Management, created by MX, is a powerful digital money management solution that has been seamlessly integrated with NEFCUOnline. Forget about logging in to multiple accounts to view your finances and spending. Now you can see all your accounts, balances, and transactions in one secure location. Best of all, Money Management is even accessible from the NEFCU Mobile App!

Accounts

Your NEFCU accounts will automatically be imported into the program, but you can also add retirement accounts, investments and any accounts you have outside of NEFCU that you access online.

Budgets

Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify the ones that need the most attention based on color and size. Get started with an auto-generated budget based on your past spending habits.

Spending & Trends

Quickly identify your biggest expenses and categorize your spending. See your spending trends compared to income to determine where and when you may need to cut back.  

Debt Management

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. 

Goals

Set savings, debt payoff, or retirement goals and easily track how much you've saved for each goal. 

Net Worth

Track and monitor the net sum of all your assets and liabilities. Drill down to see what makes up your gains and losses.

With Money Management, it’s easier than ever to take control of your finances, learn valuable insights, and make informed financial decisions. Log in today to get started!

If you have a question or have run into an issue using a personal financial manager, please use this section for answers and solutions. If you don’t find your answer here, please contact us directly with questions about Money Management. Otherwise please contact the maker of your PFM software for additional information and support. You will find links to major PFM providers under Resources.

Money Management





If you need additional information and support, please refer to the following websites: 

Quicken
http://www.quicken.com

NEFCU’s Budget Blueprint Tool
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