FinanceWorks puts money management at your fingertips-- and your financial goals within reach. It does the hard work of organizing and categorizing your spending so you can clearly see where every cent goes and make more informed, savvy financial decisions.
FinanceWorks is a free tool available within Online Banking to help you stay on top of your finances and plan your financial future.
Once you’re set up, FinanceWorks pulls all your financial information into one place, so you can finally get the entire picture.
FinanceWorks automatically categorizes transactions so you can see where you spend every dollar, enabling you to better analyze your behavior and find ways to save.
Now you can manage financial accounts from over 19,000 institutions all in one place. Get a clear view of your checking and saving accounts, credit cards, loans, retirement, investments and more-- at any time.
Set personal spending or saving goals and track them effortlessly. Whether you’re saving up for a down payment or trying to get out of debt, you’ll be able to monitor your progress from day to day.
Not only can you add financial accounts, but you can also include assets such as your home or car to get a real idea of your overall wealth.