Manage the Money You Make Checklist - First …



5081979-658495Manage the Money You Make Checklist Instructions: Do one thing from the Engagement Actions listLearn one thing from the Educational Boosters listComplete a short survey telling us what you didEach survey you complete counts as an entry for one of four $500 prizes each month. Your entries will carry over from month to month. You can complete as many surveys you as you’d like by completing one engagement action and one educational booster per survey.Engagement Actions? New! Use the CFPB Expense Cutting Tool to identify places to cut back on spending. ? Have your budget changed in the last few months? Use our newly updated budget sheet to track some of the changes and make adjustments. ? Establish text/email alerts in Online Banking or Money Manage ? Have a discussion with your significant other about your finances, CFPB tool available on the Confidence Cash Page ? Complete the CFPB Bill Calendar ? Complete the CFPB Spending Tracker Sheet ? Complete the CFPB Budget Sheet ? Open a Hometown Checking Account/ Indicate on the survey that you already have a Hometown Checking Account? Enroll in Online Banking/ Indicate on the survey that you are already enrolled in Online Banking? Download and log in to our app from iTunes or Google Play/ Indicate on the survey that you already have downloaded the app? Establish a BillPay payment from your app or within Online Banking/ Indicate on the survey that you already have at least one BillPay payment set up? Use Money Manager within Online Banking/Mobile Banking to establish or update your budget? Use Money Manager within Online Banking/Mobile Banking to calculate or update your net worth ? Review your last checking account statement/ transactions in Money Manager and calculate how much money you have spent on a variable category such as groceries. ? Create/update your monthly budget with the Monthly Budget Worksheet ? Track your spending for a week with the Spending Diary Worksheet Booster Sessions ? NEW Watch the 5 Tips For When You Cannot Pay Your Bills Video? NEW Read the Show Your Parents You are Financially Capable Article? Refresh your memory on how to use Money Manager to set a budget by watching the Money Manager Budget Video ? Clean Your Financial Closet Article ? Watch the “Three Simple Money Steps to Take” Webinar ? Watch the “How to Spend your Economic Impact Payment” Webinar ? Read the “How to Build a Budget during COVID-19” Article ? Watch our new “Tap and Go” video ? Practical Tips for Empty Nesters ? How much does a wedding cost? Article ? How to create a budget and stick to it Article ? Building a Budget Self-Study Module ? Track Expenses Self-Study Module ? Money Savings Tips Self-Study Module ? How Can FCB Checking Solutions Benefit YOU? Self-Study Module ? Money Manager Overview Video ? Money Manager Add an Account Video ? Money Manager Add a Goal Video ? Mobile Remote Deposit FAQs ? BillPay video ? Review the Online Banking Info Sheet ................
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