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What shows up on my Dashboard?

You can view the following items on your Dashboard:

  • All uploaded accounts and their balances.
  • Daily account transactions.
  • Tiles which include Spending by Category, Budget Progress, Cashflow, Net Worth, and Goals Progress.

Trailhead Credit Union is a Portland-based, member-owned financial institution serving people who live or work in Multnomah County. We offer secure mobile banking, competitive checking accounts, and personalized support from a local team. Learn more about becoming a member here.

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