Your personal financial manager.

It's never a bad time to set spending and savings goals. And it's always crucial to understand how your money gets spent. That's why we've built Wallet Wise to help you get a better view of how you spend your money. And the best part is, you don't have to set anything up to start! It's already done for you!

Once you start to use Wallet Wise, you can customize it for even better control of your finances.

With RTFCU’s Wallet Wise, you can:

Quickly view your investment, mortgage, credit card, and bank account balances and transactions in one place, regardless of where you have the accounts

You can add any account you can access online and gain an easy and fast way to watch "the big picture".

Easily create budgets, categorize and track spending habits.

Quickly create a budget and start tagging your transactions to see where and how you spend your money. By seeing how you reach a spending target you can make smarter choices about how you spend.

Bring your budget to life through an interactive cash flow calendar.

With the calendar, you can see how much money you have available to pay bills and other expenses day by day...allowing you to make informed choices on when to schedule bills and other spending.

Set and track goals.

Visually tracking your progress can help you take control and make reaching your financial goals much quicker and easier. Use Wallet Wise to create savings goals, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.

Build wealth and watch it grow through the Net Worth tool.

No need to keep manually updating a spreadsheet. Wallet Wise helps you quickly add up all your assets (you can even add your home and vehicles) and debts to show you an up-to-date estimate of your net worth.

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