Personal Financial Management
About Personal Financial Management
Taking control of your finances has never been easier!
NEFCUOnline is compatible with a variety of Personal Financial Management tools (PFM) to help you manage your finances, including: Quicken Web Connect, Quicken Direct Connect, and Money Management by MX.
Benefits of PFM Tools
- 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
NEFCUOnline & Money Management FAQ
If you don’t find your answer here, please contact us directly with questions about Money Management in NEFCUOnline. Otherwise, please contact the maker of your PFM software for additional information and support.
- How do I access Money Management?
From online banking, you can access it by going to Manage Money > Money Management. If you are using the NEFCU Mobile App, you’ll find it under the More tab on iOS devices and in the menu on Android.
- Do I need any special software to use Money Management?
To use Money Management, you do not need to download or install any special software. Money Management has been seamlessly integrated with NEFCUOnline, including the NEFCU Mobile App.
- Can I add transactions to Money Management?
In addition to aggregating directly from other financial institutions, you can also add manual transactions.
Your Budget Worksheet
There are two methods to prepare a budget.
If you have Microsoft Excel on your computer, you can use the Excel version of the Budget Worksheet to enter and save data. When you are done, you may email the worksheet to your NEFCU Financial Counselor before your appointment. If you aren’t sure where to start, we can work on your budget during the appointment. Later, you will be able to update your data, track your progress, and measure your results.
If you prefer to print the Budget Worksheet and enter the data by hand, use the pdf version of the Budget Worksheet pdf. Please remember to bring the completed worksheet to your appointment with the NEFCU Financial Counselor.
Need some help getting started? Take an online class!
Learn Money Management
How-To Videos
Money Management, integrated with NEFCUOnline, makes it easy to track your budget, set goals, monitor transactions, and categorize your spending.
Learn the basics in these short videos.
View the How-To Videos