Peninsula Financial Manager

With our online banking feature Peninsula Financial Manager you can view and manage all of your financial accounts in one spot, even accounts at other financial institutions!

Imagine being able to quickly view your banking, investment, mortgage and credit card info in one place, regardless of where you have the accounts. Talk about convenient! All this information allows you to leverage the power of our budgeting and cash flow management tools. Just look at the features and benefits that come with Money Manager:

  • View your accounts in one place
  • Create custom budgets and start saving
  • Create “tags” to categorize and monitor/track your spending
  • Set up account alerts with email or text messages
  • Set financial goals
  • Manage your money and make smarter investments
  • Determine your net worth

Take advantage of this FREE benefit now. If you’re already a Peninsula Credit Union online banking user, all you have to do is log-in to your account and click on “Peninsula Financial Manager” in the green navigation bar on your Account Summary page. If you’re not a PCU Online banking user, it’s easy to sign up. Just click the “sign up” link under our log-in button, located on the left side of our web page.

Our goal with Money Manager is to EMPOWER YOU to make the best financial decisions. Take full control of your finances today.

Wonder how it works? Try it out yourself by logging into ONLINE BANKING and click the Peninsula Financial Manager tab.

After your Peninsula Credit Union accounts are automatically added, it is easy to bring your complete financial picture into focus.

How to get the most out of Peninsula Financial Manager

Add An Account

You can keep tabs on all of your accounts with Peninsula Financial Manager…even those outside of Peninsula Credit Union. Adding these accounts will help provide you with the complete financial picture you are looking for. Best of all, it is easy and secure to do with Peninsula Financial Manager.

  • Step 1: On the Dashboard page of Peninsula Financial Manager, click on the “Add” button at the top of the left hand column.
  • Step 2: Select the financial institution by clicking its logo or searching by name or URL.
  • Step 3: Enter your account credentials and Peninsula Financial Manager will display transaction and account balance information for any accounts you have with that institution.

Repeat with all of your financial institutions to complete your financial picture.

Create a Goal

Whether you want to pay down debt or save towards a special purchase, Peninsula Financial Manager makes it easy to set goals and track your progress.

  • Step 1: Click on the “Goals” tab and click “Add a Goal”. Then choose the type of goal you want to create.
  • Step 2: Fill in the fields to name your goal and set up the specifics of the goal.

Repeat for all of your financial goals.

Set a Spending Target

The real power of Peninsula Financial Manager is in its ability to help you track and manage your finances by setting and monitoring spending targets.

  • Step 1: Click on the “Budget” tab in Peninsula Financial Manager and then click “Add a New Spending Target” to get started.
  • Step 2: Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit, and track the accounts that will count towards the target.

Repeat for other spending categories – some of the most common expenses to track are groceries, transportation, and dining out.

Get Started

Now that you have been introduced to Peninsula Financial Manager, login to ONLINE BANKING and click on the Peninsula Financial Manager tab to get started.

See how easy it is to use Peninsula Financial Manager

Check out these tutorial videos to see Peninsula Financial Manager in action and learn about all of the benefits our online money management tool provides. Please note some differences in color and name (Geezeo) but the product operates the same.

An overview of the Dashboard and other main features of Peninsula Financial Manager

Adding Accounts
Complete your financial picture by bringing in outside account information into Peninsula Financial Manager.

Budgets (Spending Targets)
The power of Peninsula Financial Manager is in helping you monitor how you are spending your money. Learn how to set up spending targets with Peninsula Financial Manager’s budget feature.

Help Peninsula Financial Manager categorize your spending to provide an accurate picture of your monthly spending habits.

Cash Flow Calendar
Add your income and regular expenses (bills) to the Cash Flow Calendar. See where things might get tight during the month, and make changes to improve your financial picture.

Cash Flow – Adding Income

Picture a goal…then use Peninsula Financial Manager to make it a reality.

Net Worth
Peninsula Financial Manager offers a current view of your net worth, making it easy to see your complete financial snapshot with just a click of the mouse.

Net Worth – Adding Assets or Debts

Get Started

Now that you have been introduced to Peninsula Financial Manager, login to ONLINE BANKING and click on the Peninsula Financial Manager tab to get started.


Wealth Management Overview

Learn more about the various services we offer our members for wealth management.

SavvyMoney Checkup

A free tool to assess your finances, evaluate your budget and get a handle on your credit.

Contact an Advisor

Contact our Wealth Management Services financial advisor.