Members of San Francisco Federal Credit Union will soon be able to track all of their accounts in one place, including at the ones housed at banks.
On Aug. 21, the $813 million credit union plans to launch “The Big Picture,” a free personal financial management tool that allows members to track all of their different accounts from different financial institutions, create budgets, and set goals and alerts.
The purpose of the new tool is to help build awareness of the credit union’s ability to help individuals plan for short- and long-term financial goals, as well as track income and expenses and promote financial literacy, according to San Francisco FCU.
The credit union said it partnered with Geezeo, a Tolland, Conn.-based software services provider, on the product to support the mortgage lender’s online strategy and to be a part of its newly redesigned online banking system.
San Francisco FCU serves more than 30,000 members.