Getting Started
Get an overview of the many types of accounts, resources, and features United has to offer, and find the perfect fit for you.
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 offer, 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 picture.
A solid budget can be the key to better financial health. Our practical and easy-to-understand 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 follow 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 payment plan.
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.
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.