Total Finance

Popular Questions

Total Finance makes it easy to:

  • Create and manage budgets
  • Set and achieve financial goals
  • Get helpful alerts
  • Track your spending and expenses
  • Manage your cash flow

Enjoy the following features:


  • Accounts are categorized: Cash, Credit Cards, Debts, and Investments
  • Search transactions directly from the Dashboard
  • Improved widgets allow you to see more aspects of your financial picture in one place
  • Add in accounts you have at other financial institutions, such as your 401k


  • Streamlined transaction editor
  • New “Rules” tagging system intelligently categorizes transactions
  • New split-tagging system allows you to allocate transactions towards multiple tags
  • Additional account information is shown on an as-available basis (available balance, payment due dates, minimum payment amounts, etc.)


  • See a concise view of budget progress
  • Add alerts while creating new spending targets
  • “Monthly progress” meters let you see if you’re outpacing your budget for the month with colorful indicators
  • See how much money is available for budgets after your bills and goals are taken into consideration


  • Agenda view allows you to see upcoming income and bill items in a linear format
  • Labels make it easy to see upcoming income/bill amounts


  • See how much money is available for goals after your bills and budgets are taken into consideration
  • Choose an image for your goal from the library of pre-loaded pictures

Net Worth

  • Provides a graphical overview of your asset and debt breakdown
  • Add custom asset and debt items (e.g. house, car, untracked loans)

Total Finance is free for the first 30 days. After the free trial period ends, $2.00 will be deducted from either your designated checking or savings account each month.

Login to uOnline and click the ‘Total Finance’ tab to get started.

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