Personal Finance Tool – Coming Soon!

Personal Finance is a digital money management tool that empowers you to take control of your finances and simplify your life. This great new tool is easily accessible through your First United Intranet or Mobile Banking account.

  • Access all your financial accounts in one place
  • Get powerful insights on where, when, and how you spend
  • Tailor your budgets to your life by creating custom budget categories
  • Create, manage, and visualize your goals
  • Access your accounts anytime, anywhere using your First United Mobile Banking app

Take budgeting and money management to the next level.

Personal Finance Tool

Watch this overview and get started today.

The Personal Finance tool is offered through Internet and Mobile Banking. Watch this video for a brief overview of the tool. Keep in mind, in order to view the Personal Finance tool using our Mobile Banking App, you must first be enrolled in Online Banking. Accessing your personal finances using our digital solutions is one more way First United is helping you manage all of your money, all of the time.

Video Resource Library

Our Personal Finance tool Resource Library offers video tutorials to help you learn more about all of the money management features available.

Setting Up Notifications

Trends Overview

Manage Your Cash Flow

Getting Started With Accounts

Managing Transactions

Financial Aggregation Explained

Understanding Your Spending

Setting Goals

Understanding Net Worth

Setting Up Budgets

Eliminating Debts


Click here to read the Personal Finance Terms & Conditions.
Transfers and withdrawals from certain types of accounts to another account or to third parties by pre-authorized, automatic, telephone, computer transfers, check, draft, or similar order to third parties is limited to six (6) per month or statement cycle. Fees may apply. Please ask for details or a copy of the current fee schedule by contacting Customer Service Center at 1-888-692-2654.