Money Management


Take Control of Your Finances with Money Management

Achieving your financial goals starts with having the right tools. That's where Money Management comes in - your go-to resource for organizing your finances, understanding spending habits and making smarter money decisions. And the best part? It's built right into CoastHills online and mobile banking. No need for extra downloads or apps!

All Your Accounts in one Place

With Money Management, you can see your compete financial picture. CoastHills accounts, outside checking or savings accounts, credit cards, loans and even investment accounts can all be linked together. This way, everything you need is right at your fingertips.

Make Sense of Your Money

  • Understand Your Spending: Transactions are automatically categorized so you can analyze your spending patterns and spot opportunities to save.
  • Build Better Budgets: Create your own custom budgets or let the built-in assistant suggest one for you.
  • Track Your Cash Flow: Visualize your income and expenses over time to stay on top of where your money is going.

Plan for the Future

Money Management makes it simple to set and track your most important financial goals. Whether it's saving for a dream vacation, paying down debt, or building your retirement fund, you'll have tools to measure your progress.
  • Monitor your debt and stay on track with payoff plans.
  • Calculate your net worth and see how it changes over time.
  • Set up alerts to remind you of upcoming payments, budget limits, or balance thresholds.

Why Choose Money Management?

Unlike standalone apps, Money Management is fully integrated into CoastHills' online and mobile banking. That means you can manage your finances without juggling multiple platforms. It's seamless, secure and designed to help you make informed decisions every step of the way.

Start using Money Management today and take a big step toward reaching your financial goals. Log in to online or mobile banking to get started!

CoastHills Credit Union is a full-service financial institution with 12 Central Coast locations throughout Santa Barbara and San Luis Obispo counties.

FAQs

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. 

We are not currently offering Zelle through our Online or Mobile Banking platform.  

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Here to help

No matter your inquiry, give us a call at (805) 733-7600, toll-free at (800) 262-4488, or use one of our other convenient contact methods.