FinancialTrack

Your financial life made easy

Smart money management with MoneyTrack, CreditTrack, and LegalTrack.
Image with happy couple
Budgeting made easy
Budgeting made easy
Image with happy couple
Budgeting made easy

MoneyTrack

It’s all of your finances at a glance. With MoneyTrack, you can link all of your accounts in one location so you can easily keep track of your money, budget across multiple accounts, set goals, monitor your spending habits, and more! Getting started is easy. Plus, you can link your external accounts and update them with real-time balances.

CreditTrack

Keep your credit in check the easy way with CreditTrack through Online and Mobile Banking. Access your credit score and report, monitor your accounts, and more—all at your fingertips. Log into Online Banking and take control.

LegalTrack — Wills and Trusts

Protect your family, home, and assets with convenient, affordable, and legally valid estate planning templates. Plan for your future today with LegalTrack.
vehicle vector

MoneyTrack

It’s all of your finances at a glance. With MoneyTrack, you can link all of your accounts in one location so you can easily keep track of your money, budget across multiple accounts, set goals, monitor your spending habits, and more! Getting started is easy. Plus, you can link your external accounts and update them with real-time balances.

CreditTrack

Keep your credit in check the easy way with CreditTrack through Online and Mobile Banking. Access your credit score and report, monitor your accounts, and more—all at your fingertips. Log into Online Banking and take control.

LegalTrack — Wills and Trusts

Protect your family, home, and assets with convenient, affordable, and legally valid estate planning templates. Plan for your future today with LegalTrack.
vehicle vector

Highlights

Monitor your credit score

Access your credit report

Free for members

Monitor your credit score

Access your credit report

Free for members

Knowledge that gives you the power

Achieve your important 2024 financial goals

As your financial partner, we’re here to provide you with the tools, resources, and information to help you achieve your goals.

Financial education = financial success

We decided to explore how financially savvy Americans are, and we discovered there is some room for improvement.

Financial resolutions and you

When it comes to financial resolutions, ultimately, all questions lead you down to a singular path. The B-word: Budgeting.

The resolution train

How can we expect adults to have good money management habits if they are never given the opportunity to learn them before they are thrust into adult life?

Achieve your important 2024 financial goals

As your financial partner, we’re here to provide you with the tools, resources, and information to help you achieve your goals.

Financial resolutions and you

When it comes to financial resolutions, ultimately, all questions lead you down to a singular path. The B-word: Budgeting.

Financial education = financial success

We decided to explore how financially savvy Americans are, and we discovered there is some room for improvement.

The resolution train

How can we expect adults to have good money management habits if they are never given the opportunity to learn them before they are thrust into adult life?

Frequently asked questions

How do I access MoneyTrack and CreditTrack?

After you’ve logged in to Online Banking, click on MoneyTrack from the menu. Or, from the Mobile app, click on More and then MoneyTrack. Select either MoneyTrack or CreditTrack

How much account history is available in MoneyTrack?

You’ll have access up to six months’ worth of transaction and account history.

Where do I go if I need help with MoneyTrack?

If you need assistance with MoneyTrack, contact our Member Service Center or schedule an appointment.

Do I have to register for CreditTrack?

Yes, you will need to complete the registration process to verify your identity. CreditTrack is provided by Experian.

Can I deactivate my CreditTrack registration?

Yes. Once you’re in CreditTrack, scroll to the bottom and click where it says “Click here to deactivate your account” and follow the steps.

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Have questions? We are here to help.

Everyone who lives, works, worships, or attends school in Yolo,
Sacramento, Placer,
or El Dorado counties is eligible for membership.
Everyone who lives, works, worships, or attends school in Yolo, Sacramento, Placer, or El Dorado counties is eligible for membership.