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Trends-Personal Finance Management

Manage your day to day financial activities!

Now you can get a complete picture of your finances by bringing the information from all your accounts into our easy-to-use Personal Finance Manager. This tool allows you to collect your account data from other financial institutions, credit cards, investment accounts, mortgage and insurance accounts into one place. Then, with all your information at your fingertips, our tools help you analyze your spending, track your investment portfolios, reach savings goals and take control of your finances.

With Trends - Personal Finance Management you can:

  • Build a budget in minutes and automatically track spending for each category
  • Get customized spending alerts when you are approaching the spending limits in budget categories 
  • Categorize transactions automatically to keep your budget up to date

Trends also provides a complete picture of your personal finances from within eBranch through the use of the following categories:

  • Account Aggregation
  • Dashboard View
  • Transactions
  • Analysis
  • Budgets and Goals
  • Investments
  • Settings Management

Sign up for Trends through eBranch

Need help? Check out our resources:

  • Check out our instructional video

  • Trends - PFM FAQs

 

Visit uscall us at 408.524.4500 or 1.855.500.P1CU, or email us for more information.

 

New Auto*

2.99%
APR

3/1 ARM Mortgage*

3.625%
APR

30yr Fixed Mortgage*

4.625%
APR

Checking*

2.00%
APY

More Rates

If you are using a screen reader or other auxiliary aid and having problems using this website, please call 408-524-4500 or 855-500-7628 for assistance. 

 

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Personalization Settings

Welcome

PremierOne Credit Union would like to personalize your banking experience. Please enter your first name below.

This level of personalization will not lead to the sale of your name or leak your identity. The information you provide will only be stored on your computer and will not be transferred to any other source.

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