WI$E



WI$E is an online money management tool, integrated into online banking, that empowers you to take control of your finances and simplify your life. Budgeting, account aggregation, categorization and online access are just a few of the tools to guide you along your way.

ACCOUNT AGGREGATION
Tell your money to get it together.
Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.

WI$E aggregates over 10,000 financial institutions and we add more every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.

 

EXPENSE TRACKING
Tell your money to make up its mind.
Don’t just track spending, know your spending! Get powerful insights on where, when and how you spend.

WI$E automatically categorizes & tracks spending from all your accounts, so you can see where your money is really going. Then create relative budgets based off your actual spending, income, debts and expenses.

 

BUDGETS
Tell your money to shape up
A better way to budget. Visualize and interact with your budgets in a more meaningful way - using bubbles! Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.
At a glance, you will be able to determine a budget’s:
• State (color)
• Relative Value (size)
• Spending Progress (meter)
• Relationship to other budgets

 

 

Click on an image below to watch a video explaining WI$E

What is WI$E How can WI$E be applied to my life  
A Financial Management Tool Fueling Up Shopping

WI$E is available in the online services section of e-Branch.

 

The following video tutorials are available to learn more about WI$E and how to use it.

 

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© Copyright, Northern Star Credit Union, 2014.  All Rights Reserved.

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Back to Top

Newer versions of our website and e-Branch will not be available to run on Internet Explorer 8.
Please upgrade to the latest version of Internet Explorer.

 

Valid XHTML 1.0 Strict

© Copyright, Northern Star Credit Union, 2014.  All Rights Reserved.

Valid XHTML 1.0 Strict  

Designed & Maintained by:
Valid XHTML 1.0 Strict