SCU Money Manager. Table of Contents: Logging into SCU Money Manager..page 2. Linking Accounts..page 3. Creating New Account Group.

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1 SCU Money Manager SCU Money Manager is an innovative, financial solution that gives you valuable insights into your financial behavior, activities and goals. This is a quick reference guide to assist you in getting started with SCU Money Manager. Table of Contents: Logging into SCU Money Manager..page 2 Linking Accounts..page 3 Creating New Account Group.page 4 Edit or Delete Account Group.page 5 Transactions Customize Categories page 6 Transactions Review Account History page 7 Transactions Display Options.page 8 Spending Reports Cash Flow Analysis page 9 Spending Reports Expense Analysis..page 10 Spending Reports Set Budget Goals..page 11 Dashboard Customize Settings.page 12 Dashboard Set As SCU Money Manager Homepage page 13

2 Logging into SCU Money Manager 1. Once logged on to SCU Online, click Money Manager in the Navigation Menu under Services 2. If you are accessing SCU Money Manager for the first time, you will land on the Get Started screen as shown below. Note - Although you may not initially see all of your accounts from SCU, those accounts are automatically brought over.

3 Linking Accounts 1. To link an External Account, click Account Balances from the Get Started page 2. Click Link an Account from the menu on the left 3. Search for your desired account by one of the following options: a. Type the financial institution name and click Search b. Choose from the list of Popular Accounts listed on the screen c. Choose a more granular search from the menu on the left a c b

4 Grouping Accounts Creating New Account Group SCU Money Manager allows you to organize your accounts by category. 1. Click Group Accounts from the Account Summary Screen. 2. Click Create Account Group. 3. Enter the Name of Account Group (i.e. Credit Cards, Savings, etc.). Then, click the check box next to each account that you would like to appear within that Account Group. Click Create Account Group button when finished.

5 Grouping Accounts Edit or Delete Account Group 1. Click Group Accounts from the Account Summary Screen. 2. Click Edit to make changes to the Account Group. To Delete the Account Group, click Delete. a. EDIT - After clicking Edit, make any necessary changes and click Update Account Group when finished. b. DELETE After clicking Delete, you will need to confirm that you want to delete the group. Click Continue to delete the group. This will not delete the accounts, it will just remove the grouping.

6 Transactions Customize Categories Under the Transactions menu, you can view the transactions for your linked accounts. These transactions are categorized by type of transaction that they may be. To customize these categories: 1. Select Manage Categories under Transactions 2. Click the expand buttons to show the lists of each transaction category. 3. By clicking in the open field under My Category Name, you will be able to change/edit the category name. Click Save Changes when finished. Note - You can also create a Sub Category by clicking the Manage Subcategories link in the far right-hand side field.

7 Transactions Review Account History To view transactions for all accounts linked to Money Manager, click the All Accounts option under the Transactions menu. You can also choose to view transactions by: Account Category Time Period These options are available at the top of the page. Once you select Account, Category, and/or Time Period, click Show to view the corresponding transactions.

8 Transactions Display Options SCU Money Manager allows you to change the number of transactions you see per page. To change the number of transactions that appear on a page, follow these short steps: 1. Click Options in the Navigation Menu. Then, click Edit Application Preferences. 2. Choose the Number of Transactions per Page. Click Update Preferences to save your changes.

9 Spending Reports Cash Flow Analysis The Cash Flow Analysis report allows you to view monthly financial activity over time, making it easy for you to analyze past fluctuations in cash flow in the year and predict future ones for next year. The Cash Flow Analysis report can also help you with day-to-day cash budgeting. To view Cash Flow Analysis, choose Cash Flow Analysis from the Spending Reports menu as shown below. By default, you will see a listing of the spending when clicking Cash Flow Analysis the first time. For detailed view, click the circle icon in the top right-hand side of the page. The system will then show the detailed view when you click Cash Flow Analysis report in the future.

10 Spending Reports Expense Analysis The Expense Analysis report includes the category under which expenses were incurred, the percentage of total spending, and the amount that was spent. To view Expense Analysis, choose Expense Analysis from the Spending Reports menu as shown below. By default, you will see a listing when clicking Expense Analysis the first time. To add additional detail to include graphs, click the circle icon in the top right-hand side of the page. The system will then show the detailed view when you click Expense Analysis report in the future.

11 Spending Reports Set Budget Goals The Set Budget Goals page allows you to view spending by category for the current month, spending by month, and an average over the past six months. After reviewing your spending, you can set budget goals and enable alerts. Budget goals can be set for individual categories and/or for total income or expenses. Select Set Budget Goals from the Spending Reports menu. Set your budget goals by entering the desired amount in the Monthly Budget Goal field. Note - Budget goals can be set for individual categories and/or for total income or expenses. Total (Expenses) Individual category

12 Dashboard Customize Settings The Dashboard (located under Accounts Overview) displays account information in different modules. It allows you to see multiple pieces of information at the same time. You can customize the information that is displayed on your Dashboard by clicking Options in the Navigation Menu. Then, click Change Dashboard Layout. You can choose to display the modules on the Dashboard in a one-column or two-column format by clicking the module name and using the up and down arrows next to the boxes to move the modules to select a preferred order. Click Update Module Layout for changes to take effect.

13 Dashboard Set As SCU Money Manager Homepage The default homepage is the page you land on after logging in to SCU Money Manager. You can make the Dashboard your homepage by following these short steps: 1. Click Options in the Navigation Menu. Then, click Edit Application Preferences. 2. Select the Dashboard page as your landing page. Click Update Preferences to save your changes.