MyMoola

SPECIAL CONTEST: You have GOALS. Let’s reach them.

Summer-2015-PFM-Contest-472x394

Everyone has goals – taking a dream vacation, renovating your home, paying off student loans, buying a new car or house, saving for retirement, sending your kids to college – we could go on and on!

MyMoola helps you track and manage these goals AND gives you a chance to win $1,000!

Share your goals and dreams with us in MyMoola and we’ll help you get there. MyMoola can help you manage your money, set goals and track your progress!

Linn Area Credit Union is offering an incentive to help you get started or stay active in MyMoola. Entering the contest is easy! Log in to MyMoola and set at least one goal before August 31st, 2015 and you’ll be automatically entered into the drawing to win $1,000!

How to Set a Goal to Take Decisive Financial Action

MyMoola makes it easy to set goals and track your progress. Follow these easy steps:

  • Step 1: Click on the “Goals” tab in MyMoola and click “Add a Goal”. Then choose the type of goal you want to create – Savings or Debt Reduction. Keep it SMART (Specific, Measurable, Achievable, Realistic and Time-based). The great thing about MyMoola is that its goal-setting tool automatically guides you.
  • Step 2: Set amount and account. MyMoola asks you to link your goal to an account. If one of your goals is to reduce debt, be sure you have added the account to MyMoola to make the goal realistic.
  • Step 3: Select completion and notification method. Choose a goal completion date. Then MyMoola will calculate how much you need to save/pay each month to achieve your goal. Or specify how much you can apply to your goal each month and MyMoola will estimate the date you will achieve your goal.
  • Step 4: Set where and how you want to be kept informed of your progress. A great way to stay connected with your goal is through automatic notifications. Putting the goal on your MyMoola dashboard can also help keep the goal top of mind.
  • Step 5: Confirm the Goal. MyMoola will show you a Goal Summary complete with current status and estimated completion date. Click the green Create Goal button and you are on your way to achieving a real financial goal in 2015!

Start Now

It’s simple. Log in to eBranch and click on the MyMoola tab to get started. Set at least one goal by August 31st, 2015 and see for yourself how MyMoola helps you reach your goals!

*NO PURCHASE NECESSARY. Open only to legal residents of the 50 United States (D.C.) and Puerto Rico, 18 years and older. Ends 8/31/15. For Official Rules, including odds, alternate method of entry, and prize descriptions, visit www.linnareacu.org/mymoola-contest-rules. Void where prohibited.


 

Track your spending, manage your budget and see all your accounts in one place!

Linn Area Credit Union is making managing your money easier than ever.  Users of financial management tools like MyMoola report 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 eBranch and click the MyMoola tab.

After your Linn Area Credit Union accounts are automatically added, it is easy to bring your complete financial picture into focus.

screenshot

See all of your financial information information in one place!


 How To Get The Most Out of MyMoola

Add An Account

You can keep tabs on all of your accounts with MyMoola…even those outside of Linn Area Credit Union. Adding these accounts will help provide you with the complete financial picture you are looking for. Best of all, it is easy and secure to do with MyMoola. (See tutorial video below!)

  • Step 1: On the Dashboard page of MyMoola, click on the “Add” button at the top of the left hand column.
  • Step 2: Select the financial institution by clicking its logo or searching by name or URL.
  • Step 3: Enter your account credentials and MyMoola will display transaction and account balance information for any accounts you have with that institution.
  • Repeat with all of your financial institutions to complete your financial picture.

Create a Goal

Whether you want to pay down debt or save towards a special purchase, MyMoola makes it easy to set goals and track your progress. (See tutorial video below!)

  • Step 1: Click on the “Goals” tab and click “Add a Goal”. Then choose the type of goal you want to create.
  • Step 2: Fill in the fields to name your goal and set up the specifics of the goal.
  • Repeat for all of your financial goals.

Set a Spending Target

The real power of MyMoola is in its ability to help you track and manage your finances by setting and monitoring spending targets. (See tutorial video below!)

  • Step 1: Click on the “Budget” tab in MyMoola and then click “Add a New Spending Target” to get started.
  • Step 2: Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit, and track the accounts that will count towards the target.
  • Repeat for other spending categories – some of the most common expenses to track are groceries, transportation, and dining out.

Get Started

Now that you have been introduced to MyMoola, login to eBranch and click on the MyMoola tab to get started.


 See How Easy It Is To Use MyMoola (Videos)

Check out these tutorial videos to see MyMoola in action and learn about all of the benefits our online money management tool provides.

Overview and Adding Accounts

An overview of the Dashboard and  complete your financial picture by bringing in outside account information into MyMoola.

Tagging

Help MyMoola categorize your spending to provide an accurate picture of your monthly spending habits.

Budgets (Spending Targets)

The power of MyMoola is in helping you monitor how you are spending your money. Learn how to set up spending targets with MyMoola’s budget feature.

 

Widgets

What’s “Widget” other than just a fun word to say? In MyMoola, these colorful tools will help you keep track of your moola with one quick glance on your Dashboard. You can customize the Widgets on your Dashboard, choosing which you want to show and which you don’t want to see. In this video, we’ll show you a general overview of the most common widgets and then show you how to add, arrange and delete widgets from your dashboard.

 

Cash Flow Calendar

Add your income and regular expenses (bills) to the Cash Flow Calendar. See where things might get tight during the month, and make changes to improve your financial picture.

 

Goals

Picture a goal…then use MyMoola to make it a reality.


Net Worth

MyMoola offers a current view of your net worth, making it easy to see your complete financial snapshot with just a click of the mouse.

 

Search Bar and Advanced Search

Looking for a specific transaction? Save yourself a lot of time (and a whopper of a headache) by using the search functions.


Need more help?

You’re bound to have questions while working in MyMoola! This video shows where to go to get the quickest answers.

 

Get Started

Now that you have been introduced to MyMoola, login to eBranch and click on the MyMoola tab to get started.

Equal Housing Lender
 
National Credit Union Administration
© 2015 Copyright Linn Area Credit Union
All Rights Reserved | Disclaimer
Iowa Web Design by Flying Hippo
WordPress SEO fine-tune by Meta SEO Pack from Poradnik Webmastera