MoneyDesktop

Money Manager – 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.

Money Manager 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 Money Manager today! Once you’re logged into Online Banking, simply click on the Money Manager block located on your home page dashboard.

START USING THE NEW MONEY MANAGER TODAY & TAKE CONTROL OF YOUR FINANCES

MoneyDesktop online money management icon

BUBBLE BUDGETS: Tell your money to shape up

Money Manager 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
Icon to represent expense tracking through MoneyDesktop

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.

Money Manager automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, Money Manager reinforces the parent-child relationship of categories, giving you in-depth insights into your spending habits.

Chart to represent net worth tracking through MoneyDesktop

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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Coca-Cola Credit Union’s Refreshed Digital Banking is now LIVE! Check out our Refreshed Digital Banking Page for additional information and helpful resources on these exciting enhancements. If you have questions after logging-in to Online or Mobile Banking, please call us at 404-676-2586, email us at creditunion@coca-cola.com.

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