14 ON THE MONEY Winter 2016 Online Budgeting Tool The FinanceWorks™ all-in-one online budgeting tool helps you understand how you spend your money. It categorizes your transactions to see where your money is going and to identify where there are opportunities to save. And it’s free when you open a personal or business account at TruWest! This Quicken-powered program is accessible from your online banking account via the dashboard or Manage Money tab. With it, you are able to: • View all of your accounts (from TruWest and other financial institutions) • Know where you’re spending money • Review upcoming bills • Set spending goals and new or personalized categories • See how much money you have available To enroll, obtain additional details or view a demo, visit our FinanceWorks page. 4
On The Money Winter 2016
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