FinanceWorks

This all-in-one financial management tool helps you understand your money, where you spend it and how you can save it. You can pull in all your financial information from your different financial institutions - from credit cards and external loans, to investments and even your 401k in some cases.

The best part is that FinanceWorks is offered free within TruWest’s Online Banking. No additional websites, no new passwords to remember; just login to your Online Banking account and click on the FinanceWorks tab view your complete financial picture all in one place.

With FinanceWorks you’ll be able to:

• See all of your accounts in one place – yes, even accounts you have elsewhere!
• Know where you’re spending – I spent that much on coffee?
• View upcoming bills – all in one place for easy viewing.
• Set spending goals – it’s even tracked by category.
• See how much you really have to spend – I guess I need to cut back on coffee!

Click on the images below to see how FinanceWorks can help you see your financial picture. You can even view an online demo of FinanceWorks by clicking on Take a Tour.