MYINSIGHT to debut in Online Banking this September

We’re excited to announce the upcoming debut of MYINSIGHT, an intuitive online money management tool that empowers you to take control of your personal finances and simplify your life.

Debuting on Sept. 13, MYINSIGHT gives you the power to visualize all of your financial accounts in one place – both here at Travis and accounts elsewhere – so you’ll get a complete picture of your finances. MYINSIGHT uses your financial data to create budgets, view trends, set goals, review debt, determine your net worth and more. This information will allow you to quickly and accurately assess your financial status as you strive to achieve your short-term and long-term financial goals.

MYINSIGHT will be accessible via Travis Credit Union’s Online Banking on your desktop. Your Travis Credit Union accounts will automatically be added once you click on the “MYINSIGHT” tab. The types of accounts you may add to MYINSIGHT include credit card and other loan accounts, other checking and savings accounts, as well as accounts related to property, including homes, autos and more. You can create manual accounts for those not supported by MYINSIGHT.

MYINSIGHT is a powerful tool to help you see where your money is going and identify the changes needed to help reach your goals. A Travis representative can help you identify the best options to get there.

Visit www.traviscu.org/myinsight to learn more.

MYINSIGHT