Set Yourself Up for Financial Success with My Financial Partner
My Financial Partner is an online personal financial management tool. You can track spending, set financial goals and establish realistic budgets all in one place. Plus, it's free! Here are some of the benefits My Financial Partner can bring to your financial wellness.
Manage All Your Financial Information in One Place
My Financial Partner lets you combine all your financial information together so you can see your entire financial picture in one place. This means you'll be able to view your Partner Colorado accounts along with any other accounts you may have at other financial institutions. My Financial Partner automatically updates each account's information in real time so you'll always have a clear view of your financial picture.
Create Your Own Budget
My Financial Partner lets you create your own monthly budget and then tracks your spending for you. You can set spending targets for certain categories like dining out, entertainment, groceries, transportation, etc. You can also set up budget status alerts that email you when you're close to going over your budget.
Track Your Spending
My Financial Partner has a calendar feature where you can keep track of when bills are due and when you get paid. Getting an overview of your expenses and income will help you make informed decisions when it comes to making additional purchases.
Set and Track Your Financial Goals
Take control and make reaching your financial goals easier by visually tracking them. Set a goal to save up for a vacation, pay off credit card debt or establish an emergency fund.
You can set up account alerts to send you an email when certain criteria are met. For example, My Financial Partner can send you an alert when an account balance is getting low or you're close to going over a spending limit.
Getting started is easy. Just login to your account through Partner Colorado's Online Banking. If you haven't registered for Online Banking yet, click here to register.