Visions Federal Credit Union

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FinSavvy

FinSavvy®

Mobile Money
Management Tools

Total control of your financial life at your fingertips! FinSavvy® is a free, mobile
personal financial management app.

Not a member yet?


All of Your Accounts in One Place

Viewing all of your accounts and maintaining financial wellness is available wherever you go. With FinSavvy® from Visions Federal Credit Union, you can easily set budgets, track financial goals and stay on top of your finances.

Total Financial View

FinSavvy® is a digital money management tool that allows you to link all of your accounts in a single app. Your total financial life can be categorized, charted and reviewed to better understand where your money is going. Organize your finances to set spending budgets, savings goals and much more!

Welcome to FinSavvy®

Organizing your financial accounts ranging from checking and savings to 401(k) and investments accounts is now streamlined and convenient. FinSavvy® is a digital money management app available for iOS and Android devices where you can view your complete financial picture.

Review some of the great features below.

A Dashboard Gives You Control

A Dashboard Gives You Control

The Dashboard view easily organizes your accounts, transactions, spending patterns and budgets. Navigate from the Dashboard to any of the great features and functions on FinSavvy® to manage your spending categories, set up notifications and add accounts.

All of Your Financial Accounts in One View

All of Your Financial Accounts in One View

Bring all of your financial information into one location. You'll see your Visions accounts, as well as loans, investments, and any other financial information you input from a multitude of institutions and providers.

Track Your Spending Habits

Track Your Spending Habits

How much are you spending weekly on coffee? Is your savings growing or not? You can now see the relative health of the budgets you create with Bubble Budgets. Expenses are grouped by type and the bigger the bubble, the more you're spending. You can see how healthy your budget is based on a color coding of green, yellow or red. Updating and editing your budgets is easy, with a tap of the bubble, you can quickly track your money.

Notifications Make It Easy

Notifications Make It Easy

Frequent and timely updates about your financial health make it easy to understand where money is going and what it is used for. With FinSavvy® you can easily establish notifications within the app, via e-mail and text message. Understand if that important deposit came in or if you were charged a fee.

View and Categorize Transactions

View and Categorize Transactions

Transactions can be organized and defined from all your accounts, allowing you to see how much you spend on everyday items such as groceries, gas, utilities and more. You control the time range by week, month or over time.

Follow Your Money

Follow Your Money

Once you have categorized your spending, key visuals such as pie charts and bar graphs help you track spending in each category. The information is easily refined to understand the source of the expenses and what it means to your overall budget. With these tools at your fingertips, understanding your money has never been easier.

Understand What Each Category Means

Understand What Each Category Means

Selecting a graph section or detail will allow you to learn about the percentage of your overall spend which is allocated to that category. Doing so allows you to identify habits and trends in your financial life so you can make more informed decisions.

Enrolling in FinSavvy®

FinSavvy® is free for Visions members and is easy to download from the App Store or Google Play Store. Search for it alongside our main app, Visions FCU Mobile®.

FinSavvy Video
FinSavvy

FAQs

What is FinSavvy®?

FinSavvy® is a digital money management tool that aggregates, organizes and tracks all of your financial information. With it you can identify expenses, create budgets, set goals and understand your complete financial picture.

Who can use FinSavvy®?

FinSavvy® is a free service for Visions FCU members. Link it to Visions FCU Mobile® for an easy way to track all of your accounts and transact via mobile banking. If you are not a member, click here to join the credit union. You may also call our Contact Center at 800.242.2120.

Are there fees?

No. FinSavvy® is a free service for Visions FCU members.

Is FinSavvy® secure?

Yes. Using FinSavvy® is safe. All data is transmitted over SSL with a VeriSign Class 3 Extended Validation SSL Certificate.

Is it difficult to set up and use?

No. Setting up your FinSavvy® account is easy. Simply search “FinSavvy®” in the App Store of Google Play Store, select the app in the store and download it to your device.

FinSavvy® requires that you enter your email address and create a unique password. Once inside FinSavvy®, you'll find built-in tutorials, FAQs and support services to help you set up and manage your accounts.

How long does it take to use FinSavvy® the first time?

First-time users usually take 20-25 minutes to fully complete the process. However, you do not have to enter all of your information at once. FinSavvy® saves your progress so you can pick up where you left off the next time you log in.

Why does FinSavvy® require an active email address?

FinSavvy® uses your email address as your unique user ID to verify your account during sign-up, to send alerts and for occasional communications from Visions FCU.

Where do I access FinSavvy®?

FinSavvy® can only be accessed through the App Store or Google Play Store and downloaded on your iOS or Android device.

Can I use my VisionLine Online Banking or Visions FCU Mobile® login?

No. FinSavvy® requires a unique email address login. However, you can setup a convenient and secure four digit passcode for quick access.

How does FinSavvy® get my account information?

FinSavvy® connects to Visions FCU and other institutions through secure connections by using your user ID and password for each institution's online banking setup to aggregate your financial data.

How does FinSavvy® get my account information?

FinSavvy® connects to Visions and other institutions through secure connections by using your user ID and password for each institution to collect your financial data.

Why do some of my accounts show more history than others?

The amount of transaction history in FinSavvy® depends on the amount of data each financial institution makes available.

Is there a desktop version or VisionLine Online Banking version?

FinSavvy® is available only within the App Store and Google Play Store as a mobile app. There is potential for FinSavvy® to be brought to the desktop and online banking experience.

How do I enroll for FinSavvy®?

To begin using the FinSavvy® mobile app, you will need your email address and to create a unique password.

Can I change my login email?

Yes, you can change your login email address inside FinSavvy®. Click the Menu button, select Settings and enter the new email address.

What if I need help?

FinSavvy® includes built-in tutorials, FAQs and support services within the app. If you do not find the solution there, you can email support by clicking the Support menu within Settings. Or you can call the Visions FCU Contact Center at 800.242.2120 ext. 10265.

Can I share FinSavvy® credentials with anyone?

You should not share your FinSavvy® credentials with anyone. Your credentials are secure information that should never be shared with anyone.

How do I add my spouse or family members' accounts?

If you are cross-authorized on your family members Visions FCU account(s) they should display once you connect the accounts to FinSavvy®. If you are a joint owner on those accounts, but they do not display, contact Visions FCU to setup cross-authorization access at 800.242.2120.

How do I link FinSavvy® to Visions FCU Mobile®?

Visions FCU Mobile® has a menu within it titled FinSavvy®. That menu will app link to the FinSavvy® app for quick and convenient access back and forth. Once logged in to FinSavvy®, a link will display in the top left corner of the app to go back to Visions FCU Mobile®.

Provided you were still logged in to Visions FCU Mobile®, you can seamlessly link back and forth to both apps. If you don't already have Visions FCU Mobile® or FinSavvy® downloaded, you will have to download them in the App Store or Google Play Store.

FinSavvy® Terms and Conditions