FinanceWorks™ makes managing your money easier
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How to start FinanceWorks
Simply log into your personal online banking account and click the FinanceWorks logo. FinanceWorks is 100 percent free for online banking users.
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Free Online Tool
Put your budgeting excuses behind you. Columbia Credit Union offers a free online budgeting tool called FinanceWorks™ to make it easier for you to manage your money and meet your financial goals.
See the big picture
Within FinanceWorks you can link all your accounts into one easy-to-use interface, even accounts, loans and investments from other financial institutions. FinanceWorks also learns to project balances from anticipated paychecks and upcoming bills, giving you a visual timeline of your cash flow.
Know where your money is going
Colorful charts help you analyze where your money is being spent. Lose track of your dining expenses? You won’t anymore. FinanceWorks helps you easily categorize transactions into groups like dining, groceries, utilities, auto, entertainment, etc. It then displays spending trends and pie charts, so at a glance you can see how much you’re spending in specific categories over time. Plus, after you’ve categorized a transaction once, FinanceWorks learns from you and will automatically categorize similar transactions.
Stay on course
Set spending goals for each of your categories. Then utilize email alerts, so you’ll get forewarning before you blow the budget.
