{"id":4354,"date":"2024-03-14T17:24:58","date_gmt":"2024-03-14T21:24:58","guid":{"rendered":"http:\/\/staging.cfcudev.com\/?page_id=4354"},"modified":"2024-03-29T17:41:02","modified_gmt":"2024-03-29T21:41:02","slug":"financial-wellness","status":"publish","type":"page","link":"https:\/\/prod-admin.cfcudev.com\/personal\/digital-services\/digital-tools\/financial-wellness\/","title":{"rendered":"Financial Wellness"},"content":{"rendered":"
View all your finances, including external accounts, in a single solution.<\/p>\n
Access, categorize and manage your information anywhere, anytime.<\/p>\n <\/div>\n
From mortgages to loans, credit cards to retirement savings, you’ll be able to merge all your data to gain a complete picture of where and how you’re spending your money.<\/p>\n
You can use Money Management to auto generate or create your own budgets from your spending history, income, debts, and expenses based on the last 90 days.<\/p>\n
Money Management\u00a0communicates this data in colorful budget bubbles that easily and instantly visualize your finances.<\/p>\n
You can also interact with these bubbles to view historical monthly budget data, change your projected income, or create custom budget categories<\/p>\n<\/div>\n <\/div>\n
View all your debts in one place, along with corresponding balances and interest rates.<\/p>\n
Once all your accounts are linked, the tool automatically calculates a payment plan to leave you debt-free in as little time as possible. It’s an AI-powered budgeting solution that’s updated in real time, making it an ideal assistant to help you pay off debt.<\/p>\n
Discover your net worth and create goals to increase your assets or decrease liabilities.<\/p>\n
Plan ahead and predict how much money you have on hand on a specific date.<\/p>\n
Forecast Your Cash Flow<\/strong> Cash Events<\/strong> A big part of smart money management is about time management.<\/p>\n
\nKeep track of your recurring bills and deposits to see how they affect your financial future.<\/p>\n
\nCash Events represent important dates for your money. Adding them helps to improve your financial forecast. Let’s schedule some events now.<\/div>\n <\/div>\n Alerts<\/h4>\n
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