It’s easy to stay in control of your money with United’s financial management tools. You’ll get a total
financial picture when you add your accounts from other banks and credit unions.
Get an overview of the many types of accounts, resources, and features United has to
and find the perfect fit for you.
Visualize your net worth over time. You can analyze monthly transactions to maximize your
bottom line, and learn how understanding your net worth can impact your overall financial
A solid budget can be the key to better financial health. Our practical and
graphics help you see exactly how you spend your money and how you can save or invest more.
View an easy-to-understand model of your spending habits. This tool helps you see and
better understand how you spend your money and take control of your monthly cash flow.
Identify problem areas and learn important skills to make sure you’re getting the most
out of your hard-earned money.
Get a full understanding of your spending patterns. Our Trends tool makes it easy to
your spending patterns over 3, 6, 9, or 12 months. Gain valuable insights about how and
when you spend your money, and develop a plan for future spending.
See all of your debts in one place and make a plan to pay them down. With the Debts tool,
add your debt information and it automatically calculates your fastest debt-free date and
Connect an account
Connecting accounts from other banks and credit unions lets you see your total financial picture.
Once they’re added, you can view and organize transactions from all your accounts.
How to Connect an Account
To connect an account from another financial institution, log into Online Banking and click the
yellow Connect Account button in the upper right of your Home screen.
From the Mobile App, click the blue Financial Tools banner at the bottom of the Home screen and
click Connect Account.
Follow the on-screen instructions and you’re ready to go.
If you’re looking for a way to transfer money to and from external accounts, you’ll need to add
the account through our Add External Account service, which is separate from the Financial Management Tools.