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Financial Wellness Tools

Take control of your financial future

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Financial Wellness at your Fingertips

You asked, and we listened! Introducing the Enhanced Financial Wellness suite of products now available in online banking and the mobile banking app.

These new budgeting tools are designed to make managing your finances easier, more intuitive, and completely transparent. With enhanced features that allow you to effortlessly track spending, set goals, and stay on budget, achieving financial wellness has never been easier.

Ready to take control of your financial future? Simply log into your account through online banking or the mobile banking app to experience the difference.

Financial Wellness Dashboard on mobile device

Enhanced Financial Wellness Tools

Everything you need to manage your money smarter

Transaction Reporting

See a clear explanation of every purchase—vendor, date, and amount. Transactions are automatically assigned to spending categories you can customize.

Spending Report

Get an animated, customizable spending report and budgeting tool. Set spending limits for each category so your money works for your lifestyle.

My Credit Score

Access your credit score anytime for FREE—without impacting your score. Get personalized credit reporting and real-time monitoring alerts.

Transaction reporting on mobile device

Transparent Transaction Reporting

You will now see a clear explanation of the purchase made, vendor, date, and amount for that transaction.

Your transactions will also be automatically assigned to a spending category that you can then set up to monitor and track spending habits. Never let your budget get out of whack again.

You will notice this change on each of your accounts. You will see a clear reporting name of the transaction and a category description below that transaction. Those categories are customizable to fit your needs.

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Woman reviewing spending report on laptop

Animated Customizable Spending Report

Every purchase you make will be sorted into spending categories. You can customize and move transactions around to build your own monthly spending and savings budgeting tool.

This will give you a clear picture of exactly what you spend your money on each month. This will allow you to monitor, adjust, save and set spending limits for each category so that your money is working for your lifestyle and budget.

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Credit score monitoring on mobile app

My Credit Score

Staying on top of your credit report has never been easier or more affordable – it's FREE. You can access your credit score and so much more Anytime, Anywhere for FREE right from the mobile app.

You get:

  • Daily access to your credit score
  • Personalized full credit reporting
  • Real-time credit monitoring alerts
  • Credit Score Simulator
  • Personalized offers
  • Financial tips and education

All of this, without impacting your credit score. All at your fingertips in your Westmark Credit Union mobile app!

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Ready to Take Control of Your Finances?

Log in to online banking or download the mobile app to get started with Financial Wellness tools today.