Free money management tool
Put your budgeting excuses behind you. Columbia Credit Union offers a free online budgeting tool called FinanceWorks™. Powered by the same technology as Mint.com and Quicken, FinanceWorks makes it easy for you to manage your money and meet your financial goals.
See all your accounts in one place
Keep track of all your accounts, including your credit cards and accounts you hold with other financial institutions, in one place. You can monitor balances and transactions for all of your accounts right from your online banking dashboard.
Know where your money is going
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.
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. FinanceWorks also learns to project balances from anticipated paychecks and upcoming bills, giving you a visual timeline of your cash flow.
Your transaction data is updated automatically in FinanceWorks (unlike Quicken) saving you time and ensuring you don't have any gaps in your budget history.