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QUICK START GUIDE
Dashboard1. Add accounts from other financial institutions.
Your primary CUSB accounts willautomatically be added the first time youuse Spending Habits Tools.
2. When you add accounts, your transactionsand balances will update accordingly.
3. Your transactions will categorize themselveswith ‘tags’. To personalize these categories,select the transaction and edit the tag.
Spending Targets1. Navigate to the Budget tab to create
Spending Targets.2. Click the ‘Add a new spending target’ button
and follow the prompts to begin to track yourspending by category. Popular categories totrack are groceries, dining out and household.
Cashflow1. Navigate to the Cashflow tab to see your
projected day-to-day cash flow.2. Add income & bills like your paycheck, rent
or utilities to more accurately forecast yourcash flow.
Goals1. Follow the prompts to the Goals tab to create
one or more financial goals.2. Select from the available
savings and payoff goaltypes to begin trackingyour progress towards yourfinancial aspirations.
Do you want toset up a budget?Want to have all of yourfinancial information inone place?
Utilize our E-BankingSolution, SpendingHabits Tools!
Simply log in to E-Banking,select Spending HabitsTools, and get startedusing it right away! No ad-ditional enrollment stepsrequired for use.
Laptop or desktop users:� Log in to E-Banking� Select an Account� Select Spending
Habits Tools
E-BANKINGCUSB BankS P E N D I N G H A B I T S T O O L S