Cash Momentum

Save Money and Cover Bills Automatically

Build your savings and keep your spending in check the easy way with our personalized Cash Momentum system.

How It Works

You save money every paycheck. Your bills are always covered. And you know where every dollar goes.

• Your income is automatically deposited into your savings account.
• Pre-set amounts that you choose are automatically transferred into two checking accounts – one for bills and one for spending money.

Resources to Help

• Budget Worksheet (PDF, 192K) – Enter your monthly expenses in this worksheet. Use the totals at the bottom to determine how much money you will need in your bills account and spending account when you set up your own Cash Momentum system.
• How It Could Work For You Reference Sheet (PDF, 174K) – Consider how you will set up your three accounts and transfers using this guide.
• FinanceWorks^TM – View all your accounts in one place online, so you always have a good handle on your finances.

Get Started With Cash Momentum

It's as easy as 1-2-3.

Keep your money moving in the right direction with Cash Momentum.

1. Print out the last three months of your bank transaction history. Highlight any bills that are paid automatically.
2. Using your three months of transaction history, complete the Budget Worksheet (PDF, 278K) to help determine amounts for savings, bills and spending accounts. Consider how you might want to set up your three accounts and transfers using this reference sheet (PDF, 174K).
3. Call 800-688-6031 and talk to one of our personal bankers to set up your Cash Momentum system. Or if you'd like to talk about your complete financial picture, consider contacting a Thrivent Financial representative.

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