What is it?
Personal Financial Management (PFM), is a tool with great features for budgeting and smart money management. PFM is similar to MINT or Quicken, however, our solution won't hound you with advertisements and offers. PFM is the account aggregation software that allows you to see all of your financial stuff in one place. MoneyDesktop is free for all South Bay Credit Union account holders. It updates automatically. Oh, it's a budgeting tool as well. And expense tracker. And debt management system. It's just a great tool for managing all your finances in one place.
How do I get it?
Login to ItsMe247 Online Banking. Click on the MoneyDesktop link and you're in. It's free. You'll also find Apple and Android MoneyMobile apps so you can manage your finances on your phone or tablet.
How do I use it?
Login, create an account and add your other bank accounts, investments, mortgages and loans. Follow the easy step-by-step instructions to get all your accounts in one place. Set up budgets for various categories so you can monitor and track your spending habits.