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FinanceWorks™

Now available through Online Banking, FinanceWorks™ is designed to help our members simplify their lives by enabling them to get a complete financial picture of their credit union accounts as well as over 7,000 other financial institutions and creditors.

The FinanceWorks home page has four main areas:

FinanceWorks

1. My Accounts

Shows your accounts being tracked with the ability to add, edit or delete.

You can also view detailed account activity for each account and calculate your Real Balance™ (showing how much money you really have to spend.)


2. Am I Living Within My Means?

A quick summary of money in, money out and what's left.

FinanceWorks

3. Manage Bill Reminders

List of automatically detected recurring bills with projected due date, frequency, payee and estimated amount of next payment.

FinanceWorks


FinanceWorks

4. What am I Spending My Money On?

Shows a quick chart of where you are spending your money based on auto categorization of transactions for the specified time period.


Get Started

FinanceWorks is available through Online Banking service. Just log-in and follow the prompts.

Not yet enrolled in Online Banking? Just log-in with your username and password to begin using FinanceWorks. If you have any questions, call 1-800-226-6428.

Questions? Ask McClever.