Get a Clearer Picture of Your Finances
Managing your finances can be tricky, but our free online Money Management tool makes it easier. It helps you see all your accounts at once, track spending, set savings goals and improve your budget. Ready to get started? Keep reading!
Accessing Money Management
When you log into your online or mobile banking portals, you'll find the Money Management section. This tool gives you a complete view of your finances and makes managing your money simpler than ever.
Setting Up
- On your desktop or ou mobile banking app, accept th terms, and yo'll see your CoastHills accounts already loaded into Money Management.
- Add any other accounts you have - checking, savings, investments, credit cards, loans, or property values.
With all your accounts linked, Money Management shows you all your transactions in one place, no matter which account you used.
Tracking Your Spending
- Money Management automatically sorts your transactions into categories like shopping, dining, bills, home, travel and more. This makes it easy to see where your money is going and saves you time from entering data manually.
- You can set monthly budgets for each category. Create your own budget from scratch or let Money Management set budgets based on your spending habits. You can adjust these budgets anytime.
Stay On Top of Your Finances
- Alerts: Set up alerts to notify you if you're close to or over your budget, or for other important updates like account balances, large expenses, deposits or fee charges. Choose to receive these alerts by email or text message.
- Trends: Check how your spending in specific categories has changed over time. See your spending trends over the past 3, 6, 9, or 12 months in graphs or spreadsheets.
More Features
- Track your cash flow.
- Set and monitor savings, debt and retirement goals.
- Calculate your net worth.
- Manage your debts and track payoffs.
- Get reminders for payments, balance thresholds and budget warnings.
Log in to online or mobile banking and start using the Money Management toold today to get a better handle on your finances.
CoastHills Credit Union is a full-service financial institution with 12 Central Coast locations throughout Santa Barbara and San Luis Obispo counties.
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Membership/JoinFAQs
Your questions answered
Your PIN number is 1234 and the last four digits of the primary account holder's Social Security Number.
A CoastHills Member Services Officer at any of our 12 Central Coast locations can assist you with a wire transfer. To get started, you'll need the following information:
About you and the transaction -
Your name and 13-digit account number
About the receiving bank -
Financial institution name, address and routing number.
For transfers to CoastHills, please use the following information:
CoastHills Credit Union
1075 E Betteravia Rd
Santa Maria, CA 93454
CoastHills Routing Number: 322270822
You can easily sign up for eStatements from both Online and Mobile Banking.
After logging in, select Additional Services then eStatements. From there, you'll click Enrollment at the top of the page, select Electronic then Submit. Review the eSign Agreement then select I Agree at the bottom of the page.
While we are currently not offering Zelle or any other P2P payment solution through our Online and Mobile Banking platform, you can easily download any P2P payment app separately and link your CoastHills account to start sending and receiving money through your phone.
