Have a Question or Feedback on My Budget?



One of the most active topics in the Member Community has been the My Budget tool. I would truly like to thank everyone who has posted feedback these past few months. It is because of your diligence about sharing your concerns that we are now able to present this featured interview with Richard Rohrbough, Director, Product Management. The below interview also includes an instructional video and an invitation to a LIVE chat with Richard to ask your questions (check the bottom of the post for date and time)! Keep your comments and feedback coming; they really are making a difference!


Briana: Let’s go back to the beginning. Tell us why My Budget was developed?


Richard: My Budget was developed in response to member feedback to provide a better day-to-day budgeting tool with many new capabilities that the now-retired Spending Plan didn’t have. We added in a requirement for the member to enter their income to help more accurately show what money a member has coming in, in addition to what is going out through transactions. We also added in 11 pre-determined top-level spending categories and complementary advice on how to improve your financial footing. Our thought in this is to help our members with a “starter budget” to then build on.
Briana: What types of technical issues have you worked to fix since the launch?


When we launched My Budget in June 2014, we did run into issues that we had not anticipated. We have addressed many of the technical issues such as not allowing members to save without balancing the budget, credit card payments showing twice, and eliminating duplication of subcategories. We are aware that we have some lingering technical issues and we are working to address those as quickly as we’re able.
Briana: Many of our members have also expressed disappointment in the new design and functionality of My Budget. How are we working to improve the experience of using My Budget?


Our team is looking at all of the feedback and is either in the process or has plans to address many of the suggestions. In the design of My Budget, we realize we also changed how our members use the Money Management tools. We have three short videos that can take you through how to add your non-USAA accounts, track your money and create a budget. Additionally, we created a short video to help with some of the common questions we’ve heard our members ask:




Briana: Tell us more about the LIVE chat you are having on My Budget?


We appreciate all of the feedback we have received from our members regarding the My Budget tool and appreciate hearing how we can help create better experiences and tools for you. For questions we haven’t had the chance to answer, we’d like to invite our members to participate in a live USAA Member Community chat on April 9th at 3pm eastern/2pm central. I’ll be hosting with you and Wendy Poling to help address member questions.
Briana: Thank you for taking the time to answer all the questions and for making the video.


We appreciate our members and we thank them for their loyalty. I hope to talk to as many of you as possible on April 9th.



LIVE Chat Details:


My Budget LIVE Chat with Richard Rohrbough
Date: April 9th, 2015
Time: 3:00 – 3:30 pm eastern / 2:00  – 2:30 pm central




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