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Denali Alaskan Federal Credit Union is making managing your money easier than ever.  Users of financial management tools like EnCompass report saving an average of $100 a month by tracking spending and setting financial goals.

 

Wonder how it works? Try it out yourself by logging into ONLINE BANKING and click the EnCompass tab.

 

After your Denali Alaskan Federal Credit Union accounts are automatically added, it is easy to bring your complete financial picture into focus.

 

How To Get The Most Out of EnCompass

 

Add An Account

You can keep tabs on all of your accounts with EnCompass…even those outside of Denali Alaskan Federal Credit Union. 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 EnCompass.

Step 1: On the Dashboard page of EnCompass, click on the “Add” button at the top of the left hand column.

Step 2: Select the financial institution by clicking its logo or searching by name or URL.

Step 3: Enter your account credentials and EnCompass 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, EnCompass makes it easy to set goals and track your progress.

Step 1: Click on the “Goals” tab and click “Add a Goal”. Then choose the type of goal you want to create.

Step 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 EnCompass is in its ability to help you track and manage your finances by setting and monitoring spending targets.

Step 1: Click on the “Budget” tab in EnCompass and then click “Add a New Spending Target” to get started.

Step 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.

 

Get Started

Now that you have been introduced to EnCompass, login to ONLINE BANKING and click on the EnCompass tab to get started. 

 

Overview

An overview of the Dashboard and other main features of EnCompass.

 

Adding Accounts

Complete your financial picture by bringing in outside account information into EnCompass.

 

Budgets (Spending Targets)

The power of EnCompass is in helping you monitor how you are spending your money. Learn how to set up spending targets with EnCompass’s budget feature.

 

Tagging

Help EnCompass categorize your spending to provide an accurate picture of your monthly spending habits.

 

Cash Flow Calendar

Add your income and regular expenses (bills) to the Cash Flow Calendar. See where things might get tight during the month, and make changes to improve your financial picture.

 

Goals

Picture a goal…then use EnCompass to make it a reality.

 

Net Worth

EnCompass offers a current view of your net worth, making it easy to see your complete financial snapshot with just a click of the mouse.