Budgeting doesn’t have to be complicated. TruWest’s easy-to-use online money management tool helps you understand your spending and save money.

When you open an account at TruWest® Credit Union, you’ll receive access to FinanceWorks™, powered by Quicken, for free! We’ll help you monitor your spending, set and manage your budget and get important alerts so you can save more.

With FinanceWorks, you can:

  • See all of your accounts in one place 
  • Know where you’re spending money 
  • Set spending goals
  • View upcoming bills
  • See how much money you really have available 

You can also import your information, accounts, credit cards, loans and investments from other financial institutions to see how all your finances measure up.

Simply sign into online banking to access FinanceWorks from your dashboard or via the “Manage Money” tab.

Want to see it in action? View our online demo.

FinanceWorks Interface

Don’t have online banking yet? 

Sign up by visiting our Enroll Now page.