Personal Financial Manager

Our Personal Financial Manager (PFM) gathers basic financial information from all of your financial accounts and organizes it into one place. Checking, savings, credit cards, mortgage, auto, investments, retirement, and more… within minutes of a simple one-time set up, you will be able to visualize and interact with all your financial data – all conveniently and securely within MCU Online Banking.

Download the PFM MoneyMobile App

Get the Meadows Credit Union App for your iPhone

Meadows Mobile Banking for Android

Get the full picture with PFM interactive tools:

Bubble Budgets

PFM allows you to create relative budgets based off your actual spending history, income, debts, and expenses. Using circles or bubbles to represent budgets allows you to quickly identify budgets that need the most attention.

Expense Tracking

PFM automatically categorizes and tracks spending from your various accounts, allowing you to get powerful insights on where, when, and how you spend.

Spending Over Time

See your spending by category, graphed out over time.


You have many financial goals, both big and small. It’s hard to keep up, let alone track. With PFM you can create a better way to visualize, interact with, and actually achieve your goals.

Debt Management

PFM can give you step-by-step instructions on how to get your debt under control. See all of your debts, along with corresponding balances and interest rates, in a simple view that gives you a clear picture of your financial situation.

Your Money – One BIG Picture

From your total net worth and liabilities, to a detailed listing of ALL your transactions from various financial accounts, you’ll see it all in PFM.

Learn some Quick Tips for using Personal Financial Manager in Meadows Online Banking.