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Digital Money Management

Managing your money has never been easier. See your entire financial picture in one convenient location.

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Managing your money has never been easier. See your entire financial picture in one convenient location. Explore Transfers Between Banks
Digital Banking FAQs

Do more with your money

Digital Banking offers financial tools to help you manage your finances.

Digital Banking | Digital Money Management

Easily add accounts from other banks or credit unions to view in the financial tools. Whether you have checking accounts, savings accounts, loans or credit cards with other financial institutions, you can sync them with Digital Banking. This allows you to see your full financial picture, regardless of where the account was opened.

Synced accounts from other financial institutes refresh at different intervals, so the account information (such as the balance) may not be real-time. Synced accounts are typically refreshed at least once a day.

Get your questions answered by a PRO

Sync an account in Digital Banking

Digital Banking | Digital Money Management

Digital Banking financial tools include:

  • Create a Budget: Customize your monthly budget. Set different amounts for different categories, such as groceries and entertainment. Track your expenses every month to stick to your budget.
  • Spending: View your spending by category. Filter specific dates and accounts.
  •  Trends: View your 3, 6, 9 or 12-month financial trend.
  • Cash Flow: See all your income and expenses on a given day, including future predictions. Know ahead of time if you'll be able to afford that big purchase.
  • Net Worth: View your net worth, assets and liabilities.
  • Debts: View all of your debts and filter them by payoff date and interest rate.

Get your questions answered by a PRO

Use the budget tools in Digital Banking

Digital Banking | Digital Money Management

Transactions will automatically be categorized, but you can change them at any time to accurately reflect your spending. Transaction categorization helps you understand what you’re spending your money on each month.




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Categorize Transactions in Digital Banking

View these short videos to learn how to use Digital Money Management.

How to sync an external account from your phone

How to sync an external account on your desktop


 

How to use financial tools on your phone

How to use financial tools on your desktop

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Why do our members love being part of OKCU? Find out below.

  • Cherril O.
    I can see and manage all my cards in one place. I like how it looks and I like that I have more options at my fingertips. 

    - Cherril O.
  • Pauline C.
    I can rename my accounts to better differentiate between them.

    - Pauline C.
  • Andrew W.
    I like that all of my accounts are in one place, and that I am able to deposit a check without having to go to the bank.

    - Andrew W.
  • Will G.
    It's really cool that I can link accounts outside of OKCU so that I can see balances of those accounts while looking at my OKCU accounts.

    - Will G.
  • Susan M.
    I like that all my accounts are listed clearly and separately on the home page and that I can change their order just by dragging them to a desired location on the page!

    - Susan M.
  • Larry W.
    I don't have to go to the bank. I do every thing online. 

    - Larry W.
  • Natalie P.
    The interface is wonderful! I love the ease and simplicity of everything. Being able to access my account and make quick financial decisions on my terms is my favorite thing.

    - Natalie P.
  • Merle L.
    I love that I can move money between institutions. Very helpful for those of us who don’t live near a branch. 

    - Merle L.