Suffolk Federal’s Personal Financial Management Feature Makes Keeping Track of Money Easy

From high-yield savings accounts to low-interest loans to the best credit card rewards program offered, picking a bank to invest your hard-earned money can be a difficult choice – and no one understands that better than Suffolk Federal.

The Long Island-based financial institution knows that its members have endless options when it comes to banking, which is one of the reasons why the credit union is always looking for unique technology and tools to offer their members. Along that line, Suffolk Federal has introduced some new offerings which can be found in the credit union’s online Personal Finance Management feature. This feature allows for easy access from different financial institutions all in the same simple view, making it easy for members to manage all of their financial accounts through just one log-in.

In addition to providing internal and external account overviews, online users can also take advantage of other features when using the Personal Finance Management component. This includes simple and automated categorization and cleansing where members can view easy-to-understand transaction descriptions with purchases grouped into categories to better understand their money habits. The tool also provides greater user insight through enhanced data visualization with charts and graphs to keep track of spending trends, decipher debts, build budgets and understand net worth.

“At Suffolk Federal, we want our members to succeed financially and to put their best financial foot forward. We believe responsible personal money management is the solution,” said Ralph D. Spencer, President & CEO of Suffolk Federal. “We have designed this tool to provide easy access for members to see how their dollars play into not only their current lifestyles, but a future full of financial freedom.”

Learn more about available Online Banking features, user-friendly tutorials and digital enrollment!

« Back to News Listing