eServices

FinanceWorks

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

Features

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!

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