Personal Finance Manager is a rich financial tool that turns your transaction data into usable information for you. You are able to view spending for all your financial accounts, as well as create, track and manage your budgets. You no longer need to purchase software or leave True Blue Online® to view this information. Just add the institutions you do business with, and Personal Finance gathers information from accounts and transactions automatically. Enroll in Personal Finance within True Blue Online® for a complete overview of your finances.
Transaction history in Personal Finance is updated once daily.
To Enroll:1.) Log into True Blue Online® Banking.
2.) Select the More tab, then select Personal Finance.
3.) Read the Terms and Conditions and Enroll.
4.) Once available, you'll see your Capitol Federal accounts already synced.
5.) To add an account, click "Add an Account".
6.) Select a financial institution listed.
7.) Enter the username and password associated with that account.
8.) Begin tracking your finances!
Learn more on how to get started with Personal Finance, download the User Guide.
Download User Guide
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Enroll in True Blue Online® banking.
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Track your spending
The Personal Finance Manager is here for your benefit. While you use the Personal Finance Manager tool to create, manage and budget all your accounts, be sure to establish account alerts to track your progress. Once you've enrolled in Personal Finance Manager you can set-up alerts for all your connected accounts.1.) Simply log into True Blue Online® banking.
2.) Select the More tab, then select Personal Finance.
3.) Select the settings wheel in the upper right corner.
4.) Choose to receive notifications from budgets and or accounts.
Transaction history in Personal Finance is updated once daily.
