STAY AT HOME ORDER: Coastal remains open to serve you. Branches will ONLY be offering outside / drive up service to reduce the risk of COVID-19 exposure. Click for details

Budget Planning Software

Free software can upgrade your spending and saving habits.

Raise your personal finance IQ with by downloading BudgetSmart

Here's how using BudgetSmart software could help you bank better:

  • Developed for Coastal Credit Union members by GreenPath Financial Wellness, a not-for-profit group that has been assisting consumers for more than 56 years
  • Easy-to-use personal budget features simple graphics, pop-up boxes and bar charts to help you manage money more effectively
  • Establish a household budget, track spending, identify where you may be overspending, and access a debt reduction calculator
  • Easy to customize so the budgeting tool tracks the specific items your family buys
  • Experiment with "what-if" scenarios to determine how a major purchase or change in income would affect your budget

We’re all trying to stretch every dollar to the limit.

Experts estimate that the typical family spends 10% more than its members take in each month. Everyone knows that better record-keeping and consumer research can make for smarter budgeting and spending habits. But that takes a lot of time and effort.

Coastal Credit Union shares your concerns. That’s why we’ve partnered with Accel Members Financial Management to offer BudgetSmart software. Fully customizable to your family’s specific financial situation, BudgetSmart is easy to use and can give you quick feedback on better ways to spend, save and reduce debt. Did we mention the download is free? See, we’re already helping you stretch your hard-earned money to the max.

Financial Education Center
Financial Education Center
Control your finances with a wealth of knowledge.

Having this account allowed me to save for college and now I have the opportunity to pay for my education without having to worry about interest.
Claudia M.

Need help?

Send us a secured message: