FinanceWorks

FinanceWorks is a money management tool to help you track your finances.

FinanceWorks offers the ability to:

  • Track spending—see where you're spending your money and find ways to save

  • Get organized for taxes—use the Tax Watch feature and link to Turbo Tax Online Banking to prepare tax returns

  • Central account management—manage all of your accounts in one place, regardless of which financial institution they are held at

  • Budgeting—set spending goals and stay on budget

  • Project Balance—displays the available funds for an account based upon posted transactions and entered projected transactions

  • Net Worth—add additional properties (retirement, home, car, etc) and view a complete picture of worth


Frequently Asked Questions  | Terms and Conditions  | Demo

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CALL-24 account access-Menomonie: (715) 232-7300 Elsewhere: (888) 928-2255
To report a lost/stolen debit or credit card: (800) 449-7728

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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government
NCUA
National Credit Union Administration,
a U.S. Government Agency