Achieving your financial goals and managing your success is about to get easier. CommonWealth is proud to offer CommonView, a new powerful way for you to organize and manage your finances. It helps you see where your money is going, how you're spending it, and how you can improve your financial outlook.
CommonView allows you to track all of your online banking accounts in one place — including the ones you have with us AND those you have with other financial institutions. You can track any account you have online access to at almost all financial institutions, including credit card providers and investment firms.
CommonView is a personal financial management (PFM) tool that provides a complete review of your financial picture including online budgeting and cash flow management. You can set budgets, evaluate spending habits, track goals, and build wealth.
Since CommonView is provided by your credit union, you can feel confident knowing that your information is secure. We won’t store your data so you can rest assured that your identity won’t be stolen.
- Syncing Your Accounts in CommonView is easy!
Syncing Your Accounts Is Easy!
It’s time your financial life worked with the rest of your life! CommonView, our Personal Finance Management Tool, was built specifically to help you do that.
Are you stressing over your finances? We can help! If you sync your accounts with CommonView, you can build a one-stop financial site where you can monitor your entire financial life in one spot.
We’ve made it easy to sync all your accounts like mortgages, car loans, and credit cards (even those from other financial institutions) to help you create and keep your savings goals, set up spending alerts, and see what your cash flow looks like on a weekly, monthly or annual basis. Whether you're on your phone, at a desktop or on a laptop, it's all the same easy, seamless experience.
CommonView isn't just easy to use, it's also easy to set up. Syncing your accounts takes just a few simple steps:
Step 1: On your Dashboard, click "Add" under navigation above your current accounts.
Step 2: Select your account from the available institutions OR use the search feature to find your account.
Step 3: Complete the required account information, and select "Connect."
Once you get some accounts synced into CommonView, you’ll start to see how you have unique and helpful insights at your fingertips, wherever and whenever you want it.
- WATCH OUR TUTORIAL VIDEOS TO LEARN MORE ABOUT COMMONVIEW:
Overview - Bring in accounts from outside of CommonWealth and view your entire financial picture.
Budget - Visually see where your money goes each month.
Cash-Flow Calendar - Visualize your budget on a daily basis through an interactive calendar.
Tagging - Take control and keep your budget accurate and organized by categorizing your transactions.
Goals - See how much money is available for goals after your bills have been paid.
Alerts - Stay on top of your spending.
Net Worth - See where you stand with a graphical overview of your asset and debts.
Click here to log in to Online Banking, then choose CommonView from the left navigation bar.