Digital Banking Tools: See Your Financial Wellness Score with Financial Health

Helping our members make smarter budgeting decisions and set themselves up for brighter financial futures is one of our greatest commitments as a credit union. That’s why we provide tools like Financial Health to help members better understand their budget, and learn what they can improve.

Financial Health in Digital Banking is an eight-question quiz that can help you gauge your overall financial wellness. The quiz will ask questions about your monthly expenses and savings, as well as ask you to gauge your personal feelings about your finances. After the quiz you’ll be provided with resources to learn about budgeting, and get consultation from a financial advisor.

How to use Financial Health

To access Financial Health on a computer, log in to Digital Banking and select Tools from the main menu, then Spend Analysis> Financial Health. Or, in the DuPage Credit Union app, tap More > Tools > Spend Analysis > Financial Health.

1. Click on the button to start the Financial Health quiz.
2. Answer eight questions about your personal finances.
3. Once the quiz is completed you’ll see your Financial Health score, presented as a number out of 100.

More Financial Wellness Tools

For more resources and tools to help improve your financial wellness, you can visit the Financial Wellness page on our website. Here you’ll find resources for financial counseling and guidance from our partners at GreenPath. You can also visit our Financial Calculators page on our website to calculate potential loan payments, dividends, and other financial scenarios to give you a leg up on budgeting.