Budgeting Tool | America's Credit Union

Budgeting Tools

Take control and organize your finances for better money management.

Create budgets and get a snapshot of your overall financial health.

With our personal financial management (PFM) tool, you can easily manage and track your finances within the comfort and familiarity of our digital banking system that you already know and love.

Get Started

Log in to digital banking
Click on Account Information
Choose the Spending Habits Tile
Select Budgets on the menu bar
Follow the steps to "Add Budget"

Budgeting Tool Resource Videos

Take Control of Your Budget

America's CU offers a Personal Financial Management (PFM) tool for setting budgeting goals that help users track their spending, create budgets, and set financial goals, providing insights to manage their finances effectively.

Manage Cashflow Calendar

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Download our Mobile App

Download on the App Store

Get it on Google Play

Top Digital Banking FAQs

What's going to be different in the new platform?

Once you log in, you'll immediately notice a new streamlined design with improved navigation, giving you quick access to the information and tools you need to manage your money. Additionally, you'll now see all your accounts through a single login. This will include accounts where you are a primary owner or joint owner.
Who should I contact if I have questions or issues?

For support, call us at 214.742.6551 or 888.742.6551 or you can live chat with us during business hours. Monday through Friday from 8:00 a.m. to 6:00 p.m. or Saturday from 9:00 a.m. to Noon. If you are signed in to Online Banking (or the Mobile App) and need assistance, you can always send us a secure message. A response will be sent by the end of the following business day.
How do I set up my dashboard?

Dashboard cards can be added, removed, resized, and reorganized based on your personal preference. Select Organize dashboard at the very bottom of the Dashboard page.
What happens if I forget my username or password?

Select Forgot? link available within the sign-in screen. You will be required to verify personal information and complete it.

All Digital Banking FAQs