Managing your finances all in one place has never been easier. HAPO now offers an all-in-one management and budgeting tool which allows members to access and manage their accounts and assets, visualize spending trends, auto-create budgets, prioritize your debts, set savings goals and more, all from online and mobile banking. Here is a look at what you can do within this tool.
- View Accounts & Activity: Keep tabs on ALL of your financial accounts and transactions in one place; add external accounts and loans to create a more accurate budget.
- Monitor Spending: See your spending with visual, real-time spending insights.
- Interactive Budgeting: Craft a plan and measure your progress.
- Notification Alerts: Customize email or text alerts to notify you of account activity.
- Clear Vision: Understand your net worth and track your assets in 6, 9 or 12-month increments; see where you are and where you are going!
- Mobile Convenience: Designed for your on-the-go lifestyle, access Money Management on all of your digital devices including the HAPO mobile app. Simply click on the “More” button at the bottom of the app to get started.
Simply click on the Money Management widget or the menu item on the navigation bar within Online or Mobile Banking to get started!
Need support? If you need help or have a question, logon to Online Banking, go to Money Management and click the question mark located in the upper right corner. From here, you have access to a wide array of helpful tips or you can click the Request Support link and submit your issue. You are guaranteed a human response within one business day.