Great NorthWest FCU Knowledge Base

Aggregate all your Financial Accounts in One Place

Money Management is a budgeting tool that allows you to set up your budget parameters and track your spending.  You can set to review the following: B...

Add Account: Click the Search Bar to find a specific savings, loan, credit card or investment account. Note that the URL listed in the search results won&...

Activity: Click an account to see monthly transactions History: Click a month's bar, then the button at the bottom to view that month's transa...

Broken accounts have a yellow exclamation mark in the top right corner of the account card. To fix the connection: Click the broken account Click the yel...

To delete an account in Money Management: Click the account you would like to delete Click the Dot Menu in the upper right then "Delete Account"...

Managing Alerts:  Use the toggle switch to enable or disable each alert Click "Edit" to choose how to receive alerts, to choose which accounts ...

Select the budget item to view this screen "Transactions"- view transactions in this budget for this month "Edit Budget"-see below  ...

Adding Cash Events Creating Cash Events Click Add an Event to create new recurring or one-time events List displays of suggested recurring events bas...

Add A Goal  You can create three types of Goals: Savings, Debt Payoff, and Retirement. We encourage all users to start by setting up a savings account for ...