Wonder Where all Your Money Went?
Stop guessing! With FinanceWorks powered by Quicken, you'll set up budgets and track expenditures with ease. This powerful budgeting software lets you manage your checking and savings accounts, credit cards, loans, and investments right online. And it's available free for all SEFCU OnLine users! Just log in to your SEFCU OnLine account, look for the FinanceWorks section on the dashboard, and click to get started.
Track Your Money
FinanceWorks is easy to set up and a great tool to show where your money is going. The first time you use FinanceWorks you'll categorize your expenses so, for example, whenever “Hess” appears it will be categorized under “automobile,” and every time “Dr. Smith” appears it will be categorized under “medical expenses.” FinanceWorks does the rest and later you can view charts to see where you spent your money. It's really that simple!
Set Your Goals
The only way to achieve a goal is to set one. With FinanceWorks you can set spending goals for categories like “groceries” or “entertainment” and track your progress to see how much you have left for the month. You’ll even get reminders when your bills are due!
Not Enrolled in SEFCU OnLine? Enroll Today!
- Visit a branch near you
- Call the Member Solutions Center at 518-452-8183 or 800-727-3328