Updates to Money Management

When you log into your Personal WPCU Mobile or Online Banking account on or after 6/30/25, you’ll notice a few exciting updates within your Money Management Dashboard and Widgets!

Your new Money Management experience now includes:

• New dashboard providing the most useful information up front and available at a glance.
• New widgets for your Recurring Transactions and Cash Flows.
• A refreshed look and feel for all widgets and experiences.
• Fully responsive and dynamic widgets with hover response and clicking for deeper dives.

Your Accounts Dashboard now has a more streamlined view of your accounts, including deeper details and connection statuses, and the ability to edit your information and personalize your account list. And now, you can add new accounts and manage existing connections all within a single menu.

Please note a few button changes:

• To add a new account, use the “Manage Connections” button on the right-hand side of your Accounts tool.
• The Settings button is now above the left-side navigation, along with newly added Notifications.

Some of the other changes you’ll see:

• More streamlined transactions view
• New ability to hover over budgets to get quick details
• Recurring deposits are now built into budgets reducing your manual entries
• Quickly know your cash flow
• Newly added “Recurring Transactions” tool provides views for upcoming activity and helps track which accounts and cards are being used to pay these recurring bills
• View of spending all in one place, grouped by categories
• Quickly and easily see where you’re spending, organized by categories
  

Seamlessly see your whole financial picture in a quicker and more streamlined fashion with updated Money Management in Mobile and Online Banking.​