MoneyDesktop

MoneyDesktop – A convenient and complete money management experience seamlessly integrated into Coca-Cola Credit Union’s online banking. Include ALL of your Coca-Cola CU and non-CCCU accounts to get an accurate overall snapshot of your finances as a whole.

MoneyDesktop includes features like Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all your financial accounts, balances, and transactions in one place – you will be able to visualize and interact with that data in new and meaningful ways – all conveniently and securely within online banking.

Login to Online Banking to start using the MoneyDesktop today! Once you’re logged into Online Banking, simply click on the MoneyDesktop link located under the Accounts tab.

START USING THE NEW MONEYDESKTOP TODAY & TAKE CONTROL OF YOUR FINANCES

BUBBLE BUDGETS: 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) over, under, or near budget
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

EXPENSE TRACKING: 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 reinforces the parent-child relationship of categories, giving you in-depth insights into your spending habits.

NET WORTH: 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. The Net Worth app allows you 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.

FAQ








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