Why use My Financial Partner?

My Financial Partner is going to give you financial control and save you time and money. You'll know where your money goes, how much you are saving, and be able to set goals and track progress. You can link accounts with nearly 15,000 financial institutions.

  • Get your complete financial picture.
  • Tag transactions to understand spending habits.
  • Make informed choices with the cash flow calendar.
  • Visually track your progress, reach financial goals quicker and easier.
  • Stay informed with account alerts.
  • Monitor total assets and debt for up-to-date net worth.

Add All of Your Accounts for a Complete Financial Picture

Adding other accounts in My Financial Partner for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are linked, track spending, set budgets, calculate your net worth and more.

  • Step 1: Select "Add" above your current account listing.
  • Step 2: Select an institution or use the search to find your institution.
  • Step 3: Enter in the required information and select "Connect".

You'll receive a notification on your My Financial Partner dashboard once the account has been linked successfully.

Bring Your Budget to Life with the Cash Flow Calendar

With the calendar you can see how much money you have available to pay bills and other expenses day by day... allowing you to make informed choices on when to schedule bills and other spending.

  • Step 1: Navigate to the "Cashflow" tab.
  • Step 2: Select "Add Income" or "Add Bill" from above the calendar view.
  • Step 3: Complete the required fields
    (Name your bill/income, how much and often you get paid or what amount is due).
  • Step 4: Click the "Add Bill" or "Add Income" button on the bottom of the form.

Your bill or income will now appear in the My Financial Partner calendar for you, whether it’s a monthly, weekly or quarterly payment.

Set and Track Goals

Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goals in My Financial Partner, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.

  • Step 1: Select "Add A Goal" on the goal dashboard.
  • Step 2: Select your desired pay off or savings goal.
  • Step 3: Fill in the required information.
  • Step 4: Click the "Create" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances in My Financial Partner.

Login to your Partner Colorado Online Banking account to GET STARTED!

Frequently Asked Questions

Why should I use My Financial Partner?

My Financial Partner provides you the tools to help successfully manage and track your finances. You can create a budget, monitor expenses, and set goals. We'll also allow you to track your upcoming bills and incomes, and enable you to view all your accounts in one convenient location. My Financial Partner can help you in tangible ways to improve your overall financial health.

How do I start?

More questions about My Financial Partner?

  • 800.367.2474
  • info@partnercoloradocu.org