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Workflow Guide

Spending Analysis

How to Connect IU Credit Union for Spending Analysis

Classify merchant activity, recurring charges, and category trends for daily cash-flow control.

Create free account View IU Credit Union integration

Implementation steps

1
Connect the institution and confirm account scopes for transaction syncing.
2
Normalize transaction categories, recurring merchants, and transfer mappings.
3
Run weekly exception reviews for large merchant shifts and category drift.

Required evidence

Merchant-level transaction visibility
Recurring charge identification
Category trend and variance monitoring

IU Credit Union-specific considerations

Monitor IU Credit Union balances and cash movement in a single timeline.
Review IU Credit Union merchant spending with category and trend context.
Track recurring IU Credit Union bills and transfers month over month.

Related pages

IU Credit Union coverage snapshot IU Credit Union institution detail Troubleshoot sync issues

How to Connect IU Credit Union for Spending Analysis | Clarity