Friday, January 8, 2010

Web Branch History is about to Get Smarter

History ChartAfter tons of hard work and planning, we are excited to announce one of our biggest enhancements ever for Web Branch: Money Management Tools. The new tools will be available in about two weeks and will significantly enhance the functionality of Web Branch. And, they are free.

Money Management Tools will add the following features to Web Branch:
  • Categories--auto categorized based on your past preferences.
  • Transaction notes
  • Labels--add an additional layer of information to your history to track spending across categories.
  • Extended history storage--we'll have history dating back to December 2008 right away and will continue to store more history going forward.
  • True searching of all your history--easy ways to find transactions.
  • Advanced searches--search by date, amount, description, category, label and notes in any combination.
  • Transaction alerts--get e-mail or text messages based on new transactions appearing in your history. Find out when a particular check clears, a transaction over a certain amount posts or a transaction posts from a particular store.
  • Reports--spending reports, income reports and cash flow.
The new tools are integrated right into your existing Web Branch history. There's nothing you need to do to start enjoying the benefits of the new system. Once we go live, you'll see a new categories column in your history. We'll do our best to categorize as many of the items as we can. From there, you can start categorizing transactions based on your personal preferences. You'll be able to immediately see spending reports from 2009 right up to the present. You can start setting up alerts if there are any particular transactions, or transaction types, you want to keep up-to-date with.

We are excited to bring these new features to Web Branch. Tons of work has gone into making this the easiest way for you to track your spending and stay on top of your accounts with us. We aren't going to stop there, however. We are already planning on adding new functionality like the ability to split single transactions into multiple categories. We will also add the ability to see pending items like recent debit card purchases and upcoming Web Payments and transfers in your history so you get a better sense of your true available balance. We also have plans to add budgeting tools and better ways to set savings or spending goals.

Keep your eyes on the Source Code blog for the next couple of weeks as we'll be adding a sneak preview soon and more details as we launch Money Management Tools.


  1. This is very timely and great. Since I try to do all of my banking here this will really help.

    I'm hoping that the credit card account will also have this option added.

    Curt G

  2. I just want to say how excited I am about these new changes! This is going to go a long way in helping us to track our finances and budget. Thanks again! Kleo

  3. Eric, I was so excited to read your blog post about the new money management tools! I have been dreaming about this ever since I opened my "mint" account.
    Thanks for your hard work on this. I can't wait to play with all the features.

    Courtney Cantwell
    Instructional Designer
    Credit Union National Association
    (And a proud member of UWCU for 15 years)

  4. These features will be available on UW Credit Union credit card accounts as well.

    We are also excited about this huge enhancement. A lot of hard work has gone into it and I'm glad so many members appreciate it.

  5. I would like to be able to mark my transactions as I review them. I check over my history every so often to make sure I recognize all the transactions. I would like to mark those transactions as "ok".

    Thanks for the upgrades.

  6. Christian,

    We agree and have it on our list of enhancements.



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