My Financial Pul$e is going to give you financial control and save you time and money. You'll know where your money goes, how much you are saving, and be able to set goals and track progress. You can link accounts with nearly 15,000 financial institutions.
Adding other accounts in My Financial Pul$e for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are linked, track spending, set budgets, calculate your net worth and more.
You'll receive a notification on your My Financial Pul$e dashboard once the account has been linked successfully.
With the calendar you can see how much money you have available to pay bills and other expenses day by day... allowing you to make informed choices on when to schedule bills and other spending.
Your bill or income will now appear in the My Financial Pul$e calendar for you, whether it’s a monthly, weekly or quarterly payment.
Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goals in My Financial Pul$e, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.
Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.
Goals will automatically update your progress and will reflect your day-to-day account balances in My Financial Pul$e.
Why should I use My Financial Pul$e?
My Financial Pul$e provides you the tools to help successfully manage and track your finances. You can create a budget, monitor expenses, and set goals. We'll also allow you to track your upcoming bills and incomes, and enable you to view all your accounts in one convenient location. My Financial Pul$e can help you in tangible ways to improve your overall financial health.
How do I start?
If you have questions about My Financial Pul$e contact us today!