My $ Snapshot

A Powerful Tool to Improve Your Finances

  • See your complete financial picture in one place
  • Create and manage multiple budgets
  • Create financial goals and track your progress

Adventure Credit Union members have free access to My $ Snapshot!

Do it all Securely within Digital Banking

Adventure Credit Union's "My $ Snapshot" allows you to see your complete financial picture by linking all of your online accounts together in one place. Use My $ Snapshot to get a handle on your money and achieve your financial goals. 

Getting Started is Easy!

Get started by clicking on "Financial Tracker" within our Online Banking site or Mobile Banking app.  Watch the video below, then download our Quick Start Guide.

Syncing external accounts allows you to see your complete financial picture in one place. You may wish to sync accounts such as: bank accounts, credit union accounts, credit cards, student loans, mortgages, retirement savings, investments, and more.

How to sync an account:

Step 1: Navigate to Accounts, and click the plus sign to "Add Linked Account."

Step 2: Select an institution from the list or use the search feature to find your institution.

Step 3: Enter the required information and select "Connect."

That's it! Repeat these steps for each account that you'd like to sync with My $ Snapshot.

My $ Snapshot allows you to tag transactions to categorize your spending. You can then create budgets to monitor your spending in each of these categories. Once you understand how you spend your money, you can make smarter choices in the future.

Use the steps below to set a monthly budget:

Step 1: Click "add budget" on the budgets tab.

Step 2: Select which "tags" you want to track with your budget. For example, "Entertainment."

Step 3: Edit the name of your budget and set a dollar amount.

Step 4: Decide whether or not to set up an alert.

Step 5: Choose which accounts you want to monitor for transaction tags.

Use My $ Snapshot to create savings goals, like saving for a vacation outside of Grand Rapids or Lansing, Michigan, or a debt reduction goal, like paying off a high-rate credit card. The goals tool asks for a date by which you want to accomplish the goal and keeps track of your progress automatically.

How to set goals for your finances:

Step 1: Select "Add Goal" on the goal dashboard.

Step 2: Select your desired pay off or savings goal.

Step 3: Fill in the required information.

Step 4: Click the "Save" button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances.

The cash flow calendar brings your budget to life through an interactive calendar. With the calendar, you can see how much money you have available to pay bills and other expenses day by day...allowing you to make informed choices on when to schedule bills and other spending.

Build wealth and watch it grow through the Net Worth tool. No need to keep manually updating a spreadsheet. My $ Snapshot helps you quickly add up all your assets (you can even add your home and vehicles) and debts to show you an up-to-date estimate of your net worth

The majority of the time, My $ Snapshot will automatically assign a tag to your transactions. However, it is often necessary to edit the tags that have been assigned to properly categorize your spending. This is particularly important when using budgets.

You may also want to tag a transaction that was not auto-generated or split a single transaction so that multiple tags can be used.

Download Guide

Quickly view your spending categories and transactions, as well as credit card and bank account balances from any institution in one place for an easy way to see your financial big picture from your dashboard. Review your accounts, cash, credit cards, debts, investment categories, and all posted transactions. 

Your dashboard allows you to see items such as spending budgets, cash flow, and net worth. Easily create budgets to categorize and track spending habits. By seeing how you reach a spending target, you can make smarter financial choices.


The Cashflow Calendar brings your budget to life through an interactive calendar. You could see how much money you have available to pay bills, another expenses day by day, allowing you to make informed choices, when to schedule bills and other spending set and track goals to help you take control and reach your financial goals. Create savings goals like saving for a vacation or paying off an auto loan. Build wealth and watch it grow through the net worth tool quickly.

Add up all of your assets and debts to show you an up-to-date, estimate of your net worth. Always on the go. Use the alerts feature for extra security and fraud prevention on all your financial accounts, even accounts from other institutions.


Be alerted on your account balances and posted transactions and use alerts to track progress of your financial goals, budgets, and more. With these simple tools, you can truly get a handle on your money and achieve all of your financial goals.

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Adventure Credit Union is a full-service credit union in Michigan with branches in the Greater Grand Rapids and Lansing areas. All those who live, work, worship or attend school in the State of Michigan are eligible to join.