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Credit Unions and Banks

Empower Current & Future Credit Union Members and Account Holders with Predictive Budgeting Built for Real Life

Interactive, member-focused budgeting that builds trust, boosts financial wellness, engages Gen-Z, and deepens loyalty.

Pricing
Explainer Video
Screenshot of SPENDiD MyBudgetReport dashboard showing financial health score, budget by category, and predicted savings for user John Doe, demonstrating personal finance insights.

Lift Financial Well‑Being,
Strengthen Community Trust

A recent CFPB survey found 3 in 5 credit union members desire help managing real-life expenses

Schedule a Discovery Call

01

67% of Americans feel financial ill-prepared — many of your members included

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02

Budget tools lack personalized income, location, and life-stage insights that match your community’s needs

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03

Without meaningful engagement tools, member retention and cross‑sell opportunities suffer

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Laptop displaying a financial diagram with income arrows pointing to investment, economy, benefit, funding, and currency, surrounded by a calculator, documents, tea cup, wristwatch, and flowers, representing SPENDiD budgeting and financial planning t
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Financial literacy is the new loyalty driver.

– CUNA 2024

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Meet MyBudgetReport

A Member-Ready Tool for Career-Connected and Location Specific Cash Flow Health Awareness

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Predictive, Personalized Budgeting

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Data‑Driven Engagement

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Seamless CU Integration

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Member Education & Retention

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Book a Demo

Ready to Position Your Credit Union as the Provider of Financial Confidence?

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How It Works

Simple to Adopt. Powerful in Impact.

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1

Group Admin Creates Branded Group Account and Shares JOIN URL LINK

2

After Joining, Members Enter Persoalized Assumptions to Generate Predictive Budget Scenarios

3

Member Receives Clear-Eyed Awareness as to the Sustainability of any Given Scenario

4

Reports and Analysis Guide Members Toward Potential Conversation With the Credit Union

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How MyBudgetReport Drives Engagement and Retention to Grow Deposits

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No tech integration needed

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Works on any device

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Unlimited Usage

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Monthly & Annual Pricing Plans

Scaled Pricing to Fit Any Size Credit Union

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Offer It Risk Free. No Payment for 30-Days, Cancel Anytime

Monthly
Annually (Save 20%)

Credit Unions & Banks

Asset Size

Price per Month
Monthly
  • $299
  • $599
  • $899
  • $1,299
  • Custom Pricing
 

Credit Unions & Banks

Asset Size

Price per Month*
Save 20%
  • $239
  • $479
  • $719
  • $1,039
  • Custom Pricing
*With Annual Subscription

Need a custom plan? Our team is ready to help you find the perfect solution.

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We’ve built trust earning reviews like these from actual users

  • “I really see this as a valuable way to support high school and college students as they prepare for work and life.”

    -Luke, Fintech Executive

  • "I didn't even have to worry about linking bank or credit card accounts. I just described myself in the future and MyBudgetReport painted a financial picture for me that made sense."

    -Evan, Beta User

  • “MyBudgetReport gave me a thorough understanding of what my life after college would probably cost, where I wanted to live it. I'm way more confident now.”

    -Sara, Beta User