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Attention: OE Federal will be closed on Monday, May 25, 2015 in observance of Memorial Day. Please note, there will be no Bill Pay transactions and all payments scheduled to arrive on the holiday should arrive the previous business day.

OnTrack - Personal Finance

Finances Made Easy

OnTrack - Personal Finance

Take control of your finances and get on track with our new online Personal Financial Management tool, OnTrack - Personal Finance. This tool allows you to track your spending, create budgets, set savings goals and more - all at no cost to you!

Access any account, even if you have accounts at other financial institutions and credit card companies. With this all-in-one tool, you'll be able to manage all your financials in one place. Charts and graphs will help you visualize where your money is going and spending habits.

 

 Highlights

    • Get back on track and take control of your finances
    • View all your accounts in one easy to use location
    • Create custom savings goals and budgets
    • Track spending to see where your money is actualy going
    • Safe, secure, fast and best of all...as an OE Federal member, it's FREE
Why not get started? Log in to Online Banking and click OnTrack - Personal Finance under the Accounts or Your Home Banking menu.
 
Need more info?  See our How to Use OnTrack – Personal Finance section below.
 
 

 

OnTrack - Personal Finance Help


Add an Account

You can keep tabs on all of your accounts with OnTrack – Personal Finance; even those outside of OE Federal. Adding these accounts will help provide you with the complete financial picture you are looking for. Best of all, it is easy and secure to do with OnTrack – Personal Finance.
 
  1. On the Dashboard page of OnTrack – Personal Finance, click on the “Add” button at the top of the left hand column.
  2. Select the financial institution by clicking its logo or searching by name or URL.
  3. Enter your account credentials and OnTrack – Personal Finance will display transaction and account balance information for any accounts you have with that institution.
Repeat with all of your financial institutions to complete your financial picture.
 

 

Create A Goal

Whether you want to pay down debt or save towards a special purchase, OnTrack – Personal Finance makes it easy to set goals and track your progress.
 
  1. Click on the “Goals” tab and click “Add a Goal”. Then choose the type of goal you want to create.
  2. Fill in the fields to name your goal and set up the specifics of the goal.
Repeat for all of your financial goals.
 

 

Set a Spending Target

The real power of OnTrack – Personal Finance is in its ability to help you track and manage your finances by setting and monitoring spending targets.
 
  1. Click on the “Budget” tab in OnTrack – Personal Finance and then click “Add a New Spending Target” to get started.
  2. Complete the fields to pick the tags you want to track for the target, name the target, set a monthly limit, and track the accounts that will count towards the target.
Repeat for other spending categories – some of the most common expenses to track are groceries, transportation, and dining out.
 

 

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