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.
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.