1-888-692-2654 Personal Finance Tool Control your money. Don’t let it control you. Personal Finance is a digital money management tool that empowers you to take control of your finances and simplify your life. This great new tool is easily accessible by clicking the Personal Finance menu option through your First United Internet or Mobile Banking account. Access all your financial accounts in one place Get powerful insights on where, when, and how you spend Tailor your budgets to your life by creating custom budget categories Create, manage, and visualize your goals Access your accounts anytime, anywhere using your First United Mobile Banking app Take budgeting and money management to the next level. Watch the Demo Helpful Videos Contact Us Download Mobile App Personal Finance Tool Terms & Conditions Watch this overview and get started today. The Personal Finance tool is offered through Internet and Mobile Banking. Watch this video for a brief overview of the tool. Keep in mind, in order to view the Personal Finance tool using our Mobile Banking App, you must first be enrolled in Online Banking. Accessing your personal finances using our digital solutions is one more way First United is helping you manage all of your money, all of the time. Video Resource Library Our Personal Finance tool Resource Library offers video tutorials to help you learn more about all of the money management features available. Setting Up Notifications Trends Overview Manage Your Cash Flow Getting Started With Accounts Managing Transactions Financial Aggregation Explained Understanding Your Spending Setting Goals Understanding Net Worth Setting Up Budgets Eliminating Debts Frequently Asked Questions a Why are my Internal Accounts loading slowly? a Why are my Internal Accounts not showing any activity. a Why didn’t receive an email verification notification? a When I try to aggregate an external account, I get an error. a Why am I asked to perform additional validation steps when adding my external accounts? a Why do I need to provide additional security information every time I retrieve an external account that was already added? a Why did I get a message indicating the system is “unable to retrieve my external account data right now”? a Why would I have an issue with my credentials? a Why I can’t see my account numbers in Personal Finance? a Why are some of my transaction categories incorrect? a Why don’t the categories in Personal Finance match those I am using in Internet Banking? a Why isn’t the balance in my First United account the same in MX as it is in Internet Banking? a Why doesn’t my external account balance match what I see when I log in directly to that site? a Why does the the slide-out panel get cut-off sometimes when I click on an account / feature? a I have an issue / question, how do I report this? Disclosures Click here to read the Personal Finance Terms & Conditions. Transfers and withdrawals from certain types of accounts to another account or to third parties by pre-authorized, automatic, telephone, computer transfers, check, draft, or similar order to third parties is limited to six (6) per month or statement cycle. Fees may apply. Please ask for details or a copy of the current fee schedule by contacting Customer Service Center at 1-888-692-2654. Upcoming Events NOVEMBER, 2021 25 NOV ALL FIRST UNITED OFFICES CLOSED IN OBSERVANCE OF THANKSGIVING DAY (All Day: Thursday) See More In Our Events Calendar Helpful Links Financial Calculators Careers at First United Investor Relations Real Estate Owned Properties Member FDIC Equal Housing Lender Accessibility Statement NMLS Information USA Patriot Act FDIC Coverage Information Terms & Conditions Security Privacy © 2021 First United Bank & Trust. All rights reserved. If you wish to receive a printed copy of our Privacy Notice, please contact our Customer Service Center at 1-888-692-2654. NOTICE: First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or it’s affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or it’s affiliates; and iii) are subject to investment risks, including the possible loss of value. To use and view some of our content, you may need to download a PDF Reader. You can get a free copy of this software from Adobe at this link.