Budget & Goals

Budget & Goals | BMI FCU

Located within Online Banking, the Budget & Goals tool is a great resource to set short- and long-term savings goals, monitor your spending habits, and track your recurring expenses.

Spending
Easily monitor all your spending. Break it down by categorized expenses or go by month to month transactions.

Savings Goals
Set up and track specific savings goals for each of your accounts, such as a subshare saving for an auto purchase, down payment on a home, or a vacation. 

Recurring Expenses
Monitor both your BMI FCU and external account's recurring monthly expenses. Helping you plan for the future.

Financial Health
Access this quick assessment to receive your FinHealth Score® and start learning how to improve your financial health today.