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.
- Get ahead on your financial resolutions with CommonView!
We want to help you make some financial resolutions that stick for the coming year and beyond. CommonView can help you stay on top of your goals, so you'll avoid a blizzard of bills this January. And if you add a Goal in CommonView anytime between Januay 1st and Feburary 28th you'll be automatically entered to win one of two $250 or three $100 Amazon gift cards!*
How to Set a Goal in CommonView:
Step 1: Select "Add A Goal" on the goal dashboard.
Step 2: Select your desired pay off or savings goal.
Step 3: Fill in the required information.
Step 4: Click the "Create" button to complete the process of adding a new goal.
Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.
NOTE: Goals will automatically update your progress and will reflect your day-to-day account balances.
*NO PURCHASE NECESSARY. Open only to legal residents of the 50 United States (D.C.) and Puerto Rico, 18 years and older. Ends 2/28/2019. For Official Rules, including odds, alternate method of entry, and prize description, visit Winter Resloution Contest Rules. Void where prohibited.
- 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.