In these troubling economic times, we know how important it is to feel more financially secure. That's why we're introducing FinanceWorks, a solution that puts money management at your fingertips - and your financial goals within reach.
Click here for a quick demo.
With FinanceWorks, you can:
- View accounts across more than 5,000 financial institutions - all from one site
- See where you're spending your money and track a budget
- Get out of debt and stay out of debt
- Live within your means
Some of the features that FinanceWorks offers include:
- Spending Outlook: This takes into account future bills and paychecks it automatically detects to tell you how much you have available to spend (or save) until your next paycheck.
- Categorize Transactions: FinanceWorks automatically categorizes your transactions from your accounts so you can control spending more easily, stay on budget, and save more.
- Alerts: Set up email notifications to remind you when a bill is due, whether you've exceeded your spending target for a particular category of your budget, and more.
- Small Business Features: Track business income and expenses within your personal accounts, generate a simple income/expense report and simplify tax time.
How to sign up
FinanceWorks is a free service available from within CUOnline. If you're a current CUOnline user, just login and click on the FinanceWorks link to get started.
Not using CUOnline Banking? Give us a call at 800.940.9466 and we can give you a user name and temporary password to login and begin using FinanceWorks.
Take control of your finances...get started today!