Wasatch Peaks Credit Union is so excited to announce that we are now live with our new Peaks Money Manager™ product.
This is a data-driven money management tool that securely integrates into digital banking products and enables users to take control of their finances. Budgeting, account aggregation, auto-categorization, and debt management are just a few of the tools that this product offers.
It is easy to access – just login to your Wasatch Peaks account online and select Services, then select Peaks Money Manager.
There is also an app available for mobile devices. The apps can be found in the app stores! Follow this link to download for Androids or this link to download for Apple products. Once you download the app, it will ask for an access code. This is generated within the desktop version of Peaks Money Manager. Simply login to your account at your desktop or laptop and select Services and then Peaks Money Manager. From there go to Settings (top right-hand corner) and then select Mobile Devices and click on Generate Access Code.
This is a great way to see all of your accounts at Wasatch Peaks Credit Union as well as any other financial accounts you have elsewhere. You can look at your HSA, John Hancock Account, and many others in one place to help view your total financial picture. Download or access it on your desktop today and take control of your finances!
Introducing Peaks Money Manager™ — completely re-designed to offer a convenient, engaging, and complete money management experience.
Attention current Peaks Money Manager™ users: You will need to setup all your accounts in the new system. We apologize for the inconvenience, but setting up your accounts will only take a few minutes. If you have any questions or need help, please call us at 801.627.8700.
Control your money. Don't let it control you.
Peaks Money Manager™ 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 mobile access are just a few of the tools to guide you along your way.
Tell your money to get it together.
Aggregate your various financial account balances and transactions into one place, and get a complete financial picture.
Peaks Money Manager™ aggregates over 10,000 financial institutions and more are added every month. Account aggregation gathers basic financial information from all of your different financial institutions and organizes it into one place.
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.
Peaks Money Manager automatically categorizes and 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.
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.
Privacy and Trust
We are committed to confidentiality, integrity, and security. With that in mind we've integrated Peaks Money Manager into your online banking to insure that your sensitive information is protected with the highest of security standards.