FinanceWorks ALL-IN-ONE FINANCIAL MANAGEMENT

Imagine software that can analyze your spending in a few easy steps? Now, imagine that software is absolutely free? When you open a personal or business account at TruWest Credit Union, you receive access to FinanceWorks for free! 

FinanceWorks™ is a Quicken-powered software program that can be accessed from your online banking account. This all-in-one financial management tool helps you understand how you spend your money, categorize your bills and see where you can save money.

Best of all, you can import all your financial information from other financial institutions. Import bank accounts, credit cards, external loans, investments and sometimes even your 401k to see how your finances measure up together.

With FinanceWorks, you’ll be able to:

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

Simply sign in to online banking to access FinanceWorks from your dashboard or via the Manage Money tab. Don’t have online banking access yet? Sign up by visiting our Enroll Now page

Want to see it in action?
View an online demo

FinanceWorks Interface