Third Party Personal Finance Apps

December 6, 2021

This is a topic we get asked about frequently – third party personal finance apps. If you choose to use a third party app outside of UCU to manage your finances or make payments, please be aware that some apps will automatically pull in account information when you use your online banking credentials to link accounts, and you should double check that the information is accurate, including designating a savings account vs a checking account.

UCU has no input into how these apps connect and collect their data through use of your online banking login. One way that may assist you in setting up accounts properly within these apps is by manually entering your account numbers. We have a post in our online security guide about third party apps that all members should read that can be found here.