Personal Financial Management Tools in Online Banking

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Your contact person for this recipe is Dawn Moore.

Updated: April 2nd 2012

After requests by our partner credit unions to add some form of Personal Finance Management tool (PFM or OFM) to It's Me 247, CU*Answers has teamed up with MoneyDesktop. Once activated at your credit union, members will see a "Money Desktop" button in the bar at the top of It's Me 247 which will provide a direct link to the MoneyDesktop website, where they can create a Money Desktop account (or log on to an account they have already). Once logged in, members can view balances and associated transactions for their accounts from various financial institutions.

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The "Money Desktop" button will appear in place of the "Certificates" button. The online ballots feature also uses this position, but if you offer a ballot online, the member will need to complete the ballot before the MoneyDesktop button will appear.)

Interested in offering MoneyDesktop as a resource for your members? On February 22, 2012, we announced that the beta-test was complete and the link was ready to be activated for any interested credit unions. Open the informational brochure or read the announcement email.

Learn more about MoneyDesktop at http://new.moneydesktop.com/.

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