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FinanceWorks™

Do you really know how much you spend on gas, groceries, shopping, and eating out each month? FinanceWorks—a personal financial management tool available to your for free via Online Banking—automatically categorizes your expenses so you can get a more complete picture of your spending. With an easy-to-read snapshot of your finances, you will be able to see where your money is going and identify places to save. Log in to Online Banking to get started!

 

With FinanceWorks, you can:

  • Automatically categorize transactions
  • Aggregate outside accounts from more than 20,000 financial institutions
  • View spending, income, and savings activity
  • Explore specific spending categories to view transaction details
  • Set up budgets to track spending behavior

 

Take a Tour of FinanceWorks

 

Questions? Ask McClever.