Money Mate


West Texas Credit Union is making managing your money easier than ever. Users of financial management tools, like Money Mate, reported saving an average of $100 a month by tracking, spending, and setting financial goals. Wonder how it works? Try it out yourself by logging into your Virtual Branch and clicking on the Money Mate tab. After your accounts are automatically added, it’s easy to bring your complete financial picture into focus.

Benefits of Money Mate

  • Quickly view your bank account balances and transactions all in one place, regardless of where you have the accounts. Adding outside accounts for a complete financial picture is simple. Money Mate will track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Use Money Mate to track spending, set budgets, calculate your net worth, and more.
  • Quickly create a budget and start tagging your transactions to see where and how your money was spent. By seeing how you reach a spending target, you can make smarter choices in the future.
  • The cash flow calendar brings your budget to life through interactivity. With the calendar, you can see how much money you have available to pay bills and other expenses day by day – allowing you to make informed choices on when to schedule bills, or other spending.
  • Set and track goals. Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Money Mate to create savings goals, such as saving for a vacation, or even college. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.
  • Stay informed with account alerts by email or text. With Money Mate, you really are in control. Be alerted when particular account balances change, transactions to a specific retailer occur, or even when you are close to exceeding a budget category. No more need to log in to Virtual Branch constantly to track activity… let Money Mate keep you informed.
  • Build wealth and watch it grow through the Net Worth tool. No need to manually update a spreadsheet any longer. Money Mate helps you quickly add up all of your assets and debts to show you an up-to-date estimate of your net worth.

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