As a user of our current Budgets functionality in online banking, we wanted you to be the first to know of a brand new Financial Wellness widget coming on September 2, 2020.
This new tool vastly improves your ability to efficiently track your spending. Enhancements include:
Simplified transaction descriptions, many of which will be automatically recognized and categorized without user interaction.
Enhanced “rule settings” to further control current and future transaction categorization.
Integration of all accounts, including external accounts you set up to track in our online banking system.
Improved visual summation of your transactions up to 1 year with enhanced filtering by merchant, category, transaction amount, and more.
ACTION RECOMMENDED PRIOR TO SEPTEMBER 2, 2020
The enhanced technology used by our new Financial Wellness system is not compatible with the present Budget functionality. As a result, your current budget definitions and activity will not carry-over into the new system.
We recommend you save your transaction data before September 2, 2020. Your data, which is included in your existing budgets, can be downloaded from the Accounts widget using the transaction filter. You can filter by transaction categories under each account.
We know you will enjoy this vastly improved budget tool. Look for more information coming soon and thank you for choosing the NIHFCU for your online banking needs.
For additional support, please email us via the Message Center in online banking, call us at 1-800-877-6440, or stop by a branch.