Although setting a budget and sticking to it seems simple enough, at the end of the month you might be left wondering where all of your money went. SEFCU realizes that budgeting can be a challenge, so why not use FinanceWorksTM powered by Quicken,® a free, new feature of your SEFCU OnLine account?
Get started
Log into your SEFCU OnLine account like you normally do, and then look for the link at the top of the page that says “FinanceWorks.” Click on the “Enter FinanceWorks” link to get started.
Track your money
FinanceWorks is easy to set up and a great tool to help you see where your money is going. For example, the first time you use FinanceWorks, you can categorize your expenses. So every time “Hess” appears, it will be categorized under “automobile,” and every time “Dr. Smith” appears, it will be categorized under “medical expenses.” Then at the end of each month, you can look at pie charts to see where you spent your money.
Setting goals
The only way to achieve a goal is to set one. With FinanceWorks, you can set goals for how much you want to spend for categories like “groceries” or “entertainment” and track your progress to see how much you have left for the month.
Don’t forget…
Life can get hectic, so when you use FinanceWorks you’ll see reminders letting you know when your bills are due based on your past behavior. Get started! Take advantage of all the features of FinanceWorks and look for free information sessions coming soon about this great new product.
Not yet registered for SEFCU OnLine?
Enrolling is easy. To register for SEFCU OnLine, please contact our Member Solutions Center or visit any SEFCU branch. For our Member Solutions Center, please call 518-452-8183 or 800-727-3328 (outside the 518 area code). Our Member Solutions Center's friendly, knowledgeable professionals are available Monday through Saturday, 7 a.m. – 7 p.m.