Personal financial management.
My Wallet, powered by Geezeo, is a personal financial management solution that is fully integrated into Mill City CU Virtual Branch. Updates for Mill City CU accounts occur automatically.
My Wallet puts money management at your fingertips and your financial goals within reach.
Try My Wallet yourself with our demo!
Get control over your finances with the power to:
- Set spending goals and stay on budget.
- Get out of debt and stay out of debt.
- See where you’re spending your money and find ways to save.
- Track your upcoming bills and incoming cash.
- View your accounts from thousands of financial institutions.
My Wallet lets you see all your financial accounts in one place, with updates to each account every time you log in. It’s easy to track your spending and quickly view your overall financial picture with My Wallet.
Using My Wallet is secure for the following reasons:
- None of your accounts are actually all in one place. Your accounts are still safely at their respective financial institutions. My Wallet just allows you to monitor them in one convenient location.
- We do NOT store any of your added financial institutions’ sensitive data or passwords.
To get started, follow these simple steps:
- Log into Virtual Branch and click the My Wallet tab.
- Add at least one new account.
- Customize the “tag” names on your transactions to get the most accurate financial picture.
- Enter fixed items into your Cash Flow.
- Set up your Budgets.
- Create a Goal.