Money Desktop solves your most important, everyday, financial problems with ease by helping you budget and gain control over your spending so you save more.
This service is FREE and is available from within JHFCU’s secure Online Banking for all members. You can then add in external accounts to get a total financial picture and track spending, even if a transaction is in another account! To get started, log into Online Banking and click on the MoneyDesktop tab.
Tell your money to shape up.
MoneyDesktop delivers a better way to budget. Visualize and interact with your budgets in a more meaningful way - using bubbles!
Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.
At a glance, you will be able to determine a budget’s:
- State/Status (color)
- Relative Value (size)
- Spending Progress (meter)
- Relationship to other budgets
Tell your money to make up its mind.
Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.
MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MoneyDesktop gives you in-depth insights into your spending habits.
Take control of your financial future.
MoneyDesktop allows you to create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being.
At some point in our lives, most of us have borrowed beyond our means. If you're in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.
Get the BIG picture.
The Net Worth app displays data that can be immediately actionable and motivating.
For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. Now you can have a contextually accurate data visualization of your assets vs. liabilities.
Quickly determine if you are moving in the right direction - and to what degree. Even the smallest changes are easy to see and place in context.