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Personal Finance Manager

PCM Credit Union is making managing your money easier than ever. Users of financial management tools like MY CASH DASH report saving an average of $100 a month by tracking spending and setting financial goals.

Wonder how it works? Try it out yourself by logging into PCMCU’s Virtual Branch and click the My Cash Dash tab.

After your PCMCU accounts are automatically added, it is easy to bring your complete financial picture into focus.

How To Get The Most Out of MY CASH DASH

You can keep tabs on all of your accounts with My Cash Dash…even those outside of PCM Credit Union. Adding these accounts will help provide you with the complete financial picture you are looking for. Best of all, it is easy and secure to do with My Cash Dash.

Step 1: On the Dashboard page of My Cash Dash, click on the “Add” button at the top of the left hand column.

Step 2: Select the financial institution by clicking its logo or searching by name or URL.

Step 3: Enter your account credentials and My Cash Dash will display transaction and account balance information for any accounts you have with that institution.

Repeat with all of your financial institutions to complete your financial picture.

Whether you want to pay down debt or save towards a special purchase, My Cash Dash makes it easy to set goals and track your progress.

Step 1: Click on the “Goals” tab and click “Add a Goal”. Then choose the type of goal you want to create.

Step 2: Fill in the fields to name your goal and set up the specifics of the goal.

Repeat for all of your financial goals.

The real power of My Cash Dash is in its ability to help you track and manage your finances by setting and monitoring spending targets.

Step 1: Click on the “Budget” tab in My Cash Dash and then click “Add a New Spending Target” to get started.

Step 2: Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit, and track the accounts that will count towards the target.

Repeat for other spending categories – some of the most common expenses to track are groceries, transportation, and dining out.

Now that you have been introduced to My Cash Dash, you may login to Virtual Branch and click on the My Cash Dash tab to get started. If you have questions during set up, or at any time during use, simply click on the “Help” link to view FAQs or type in your question or concern regarding the service. You will then receive a reply via email to answer your question.

Enrollment allows you to access and manage all your PCMCU accounts.

Already a Virtual Branch User? Login

New to Virtual Branch?  Sign up

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