FinanceWorks

FinanceWorks

Review: FinanceWorks is a Quicken based financial program offered exclusively through roughly 400 banks.  If your bank or credit union offers FinanceWorks, you’re able to use it, but otherwise you will not be able to use the program.  FinanceWorks is expanding aggressively by offering itself to financial institutes free of charge for the first year.

This product distinguishes itself by offering many of the familiar tools of Quicken in a web based interface.  This includes aggregation for more than 12,000 financial institutions.

It’s great for those whose bank offers it, particularly if they are familiar with Quicken.

It might discourage users that do not wish to open a bank account just to use the software.

Download required: No

Cost:   Free, unless your bank charges for its use.

Claims:  FinanceWorks™ is a suite of personal and small business online financial management tools, bringing together the power of Intuit – the maker of Quicken®, QuickBooks, and TurboTax® – and your local bank or credit union.

Link: http://www.financeworks.com/

Rating: ★★★★☆ 

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22 Responses to “FinanceWorks”

  1. Patty Brewer says:

    Correction to the post above: For financial institutions interested in offering FinanceWorks through their current online banking platform, there is a one time-set up fee plus a monthly fee. For additional information, contact a Digital Insight advisor at 800-792-8721.

  2. Doug Brown says:

    I have found FinanceWorks to be the most frustrating software in relation to the downloads. You would think that a piece of software that you run from your onlne banking system would be able to make the connection to the bank for download purposes. But time and time again it fails to make the connection. Support is non existent. If I were you I wouldn’t bother.

    Doug

  3. Rebecca W says:

    As an end user I’ve never had an issue with FinanceWorks updating. Very pleased to have a replacement for QuickenOnline.

  4. Su says:

    My bank started using it, and I’ve been working with it because it has graphs (important) and will include my itemized VISA bill (very important.)

    Other than that it makes no sense at all to me, iec, says I have spent around $9000 in the last 30 days, or around $4000, depending on which window I’m looking at. It is also telling me I owe around $5000 on a VISA bill, and I cannot figure out WHERE it is getting that from.

    It has FAQ which doesn’t being to address my questions and there seems no way to contact Finance Works on this.

    I would take a course if one was offered. But, they aren’t. Tried Quicken years ago and it had too much complexity for the very simple stuff that I want to keep track of.

    Where to people go for help? Is there another, simple program for those like me?

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  6. Dan says:

    I agree with Doug. The concept is good and it seems to work for a while, but then doesn’t update mutual fund accounts. I have submitted a Troubleshooting complaint and it would be resolved in a week or so. Now, Intuit expects the user to reset the accounts. For ten different funds that is a chore. Although I like the presentation and I like having all the data in one place including business accounts, it is not worth the effort to work around the flaws in the Intuit software. I have spent a lot of time entering data that is not completely worthless, but I wish Intuit would fix their software to provide a polished useful product.

  7. Eric says:

    Where do you submit complaints?
    Where do you get support?

    This is effectively MINT.COM but with some bells and whistles that mint lacks.

  8. Debra says:

    I have been contemplating purchasing a budget program called YNA*. Instead, I chose to take advantage of their free on line workshops, but still was not convinced to purchase. Well, my local credit union offers FinanceWorks for free, but I had forgotten. So, after years of avoiding data entry, I finally added the majority of my information and I am pleasantly surprised. I reallylike and enjoy FinanceWorks!! It seems to work well for my needs and it was TRULY a reality check of where my money was going! I said was because starting today, the buck, literally, stops right here. Thank you my credit Union SE*** and FinanceWorks!!!!

  9. DenverDan says:

    My credit union just began offering this service. So far I’ve found it to be very useful, and fairly simple to use. It showed me right away that I blew $800 on going out to dinner last month – my first financial goal will be to cut that in half!

    The FAQ had my question about “double spending” because my credit card is through the CU also, and I usually make large purchases with that and then transfer from my checking account.

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  11. loanuniverse says:

    My bank started offering this service a couple of days ago. I decided to try it. So far, I like it and all of my deposit accounts, credit cards, and investments accounts are linked to it. The tool even connects with the small regional finance company that manages my 401k. The fact that it lists my stock purchases as expenses is a little annoying, but once I told it to stop tracking that particular account for trends was enough to clear up the income/expense picture. I also like the running net worth total.

  12. FinanceWorks is extremely FRUSTRATING but is FREE from my bank (I’m an employee) so I try to use it. Many investment accounts will NOT load or update. Support is NON-EXISTENT!!! You will get a canned reply from someone in India who doesn’t know their @$$ from a hole in the ground. You can email back and forth but you will get the same prepared responses over and over, with no resolution.

  13. Linda Berg-Demirci says:

    Finance works is so much slower that what my credit union used to have. It’s cute little graphs don’t tell me much because it just shows I’ve paid off my card. It doesn’t sync up well so there are at least 2 refresh butten that I have to click and then sit and wait. It tries to categorize my stuff and does it wrong about half the time so I have to watch it very carefully and make sure I correct it. It has no reporting like my old system. I’ve got to download it to excel and do the work myself.

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  16. Theresa Gabica says:

    For the last 5 days, I can’t login from my laptop in IE-9 or Chrome and the bank can’t seem to help. Day 4, they opened a Support ticket but no resolution yet. Finally connected with my Kindle Fire!

    I like the Summary page and Net Worth calculation, but the spending figure is never accurate and I have to watch my transactions to make sure they categorize correctly.

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  19. New NonUser says:

    I just noticed my credit union (CACU KC Missouri) is offering FinanceWorks “free” as an add-on billed as “track your spending here!!!.” But first I had to agree to “terms of service” I smelled something foul, so I read the terms of service far enough (to section 4) to see that this is a third-party SW that wants to link my CU account to their SW, and in the process aggregate spending data on all the credit union customers so they can “study” them. Sorry, no thanks. I have accounts at several institutions and do not want to link it all to Intuit for the big picture on me, why should I pay (my credit union is paying for this SW, meaning the cost is passed on to customers) to be part of their marketing to me or their revenue stream.

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  22. Carlos Villar says:

    Your deposit/withdrawal notices are too old to take appropriate action.
    How can I have you remove me from your notices?
    Or do I need to notify my CU?

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