Grow Financial Federal Credit Union

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November 14, 2019

Here’s a Little Help Tracking Holiday Spending

We could all use a little help tracking our spending, and the Budgets widget in our online and mobile banking platform is here to help.* You can create personalized budgets for each of your accounts and watch where your money is going, whether you’re spending it on food or gas or holiday shopping.

To create your budget, select the Budgets widget. First, you’ll give your budget a name and select the account you’d like to use. Then, you can select categories and amounts for both your expenses and income. When you’re satisfied with your budget, scroll down to select the Create Budget button. You can always edit this later in the Settings tab.

From the Transactions tab, you can categorize each of the transactions on your selected account. Just select the category listed next to each transaction. You can even use categories that aren’t already listed in your budget for those miscellaneous purchases.

How you categorize your transactions will determine how your information appears in the spending tab. You can check back here as often as you like to watch how your budgeting goes throughout the month or the year!

*Additional data charges may apply when using apps. Please see your wireless carrier for more information.

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