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Great Track


Great Track from Great Erie

With our FREE Personal Financial Management (PFM) tool Great Track, you can view, track and manage all your finances in one place. 

Great Track provides you with the ability to:

  • Create a budget
  • Tag expenses
  • Set goals
  • Manage cash flows
  • Track your net worth

Set yourself up for success. Save hundreds of dollars every year by tracking spending, setting goals and establishing realistic budgets. Login to your Online Banking account to GET STARTED!

Why use your Personal Financial Management tools?

Great Track is going to give you financial control and save you time and money. You'll know where your money goes, how much you are saving, and be able to set goals and track progress. You can sync accounts with nearly 20,000 financial institutions. 

ADD AN ACCOUNT SECTION

Syncing other accounts in your Personal Financial Management (Great Track) for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are synced, track spending, set budgets, calculate your net worth and more. 

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

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

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

You'll receive a notification of your Great Track dashboard once the account has been synced successfully. 

CASH FLOW SECTION

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. 

Step 1:  Navigate to Cashflow.

Step 2:  Click the plus sign to "Add Income" or "Add Bill."

Step 3:  Enter in the required information and select "Save."

Your bill or income will now appear in the Great Track calendar for you, whether it's a monthly, weekly or quarterly payment. 

GOALS SECTION

Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goals Great Track, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card. 

Step 1:  Navigate to Goals, and select "Add Goal."

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

Step 3:  Fill in the required information.

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

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

Goals will automatically update your progress and will refect your day-to-day account balances in Great Track. 


Login to your Online Banking account to GET STARTED! CLICK HERE to access online banking/NetBranch at Great Erie FCU.