PenFed Money Dashboard

Manage Your
Finances In One Place

Click to request access to
experience PenFed Money Dashboard

SPEND SMARTER AND MAKE BETTER DECISIONS
 

PenFed Money Dashboard is an online money management tool designed to put your data center stage, molding it into a cohesive, intelligible and interactive
visualization. Money Dashboard is integrated into online banking and empowers you to take control of your finances and simplify your life.

Budgeting, account aggregation, categorization and mobile access are just a few of the tools to guide you along your way.

 

AT A GLANCE
FEATURES

ACCOUNT AGGREGATION


Tell your money to get it together. See all of your accounts in one place, even the ones not with PenFed. Add checking, savings, cash, investments, property, loan accounts, and more for a full financial picture

BUBBLE BUDGETS


Tell your money to shape up. Money Dashboard delivers a better way to budget. Visualize and interact with your budgets in a more meaningful way - using bubbles! Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

EXPENSE TRACKING


Tell your money to make up its mind. Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend. MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MD 4.0 reinforces the parent - child relationship of categories, giving you in-depth insights into your spending habits.

DEBT MANAGEMENT

Money Dashboard allows you to create a customized financial plan that fits your lifestyle. It also helps you stay on track with a financial GPS that keeps you on the path to financial freedom and well-being. The new version includes an updated data visualization that reflects debt details more accurately - allowing a user to quickly see which debts are being paid down and for how long.

NETWORTH


Get the BIG picture. The updated Net Worth app displays data that can be immediately actionable and motivating. For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. The new Net Worth app shows you a contextually accurate data visualization of your assets vs. liabilities.

VIDEOS
TAKE A QUICK TOUR OF
PENFED MONEY DASHBOARD FEATURES

 

WE CAN HELP
QUESTIONS AFTER LOGGING IN?

Click on the question mark icon located on the top right corner of your
PenFed Money Dashboard to get answers or to submit a support request.

 

FIND FINANCIAL WELLNESS


At PenFed, we know you’re busy and juggling a lot in your life. We are committed to providing the right tools to assist you to quickly and easily manage the financial aspect of your life.