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.


Rating: ★★★★☆ 

bookmark bookmark bookmark bookmark bookmark bookmark bookmark bookmark bookmark bookmark bookmark bookmark

42 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.


  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?

  5. The new Zune browser is surprisingly good, but not as good as the iPod’s. It works well, but isn’t as fast as Safari, and has a clunkier interface. If you occasionally plan on using the web browser that’s not an issue, but if you’re planning to browse the web alot from your PMP then the iPod’s larger screen and better browser may be important.

  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.

  10. go there says:

    Usually I do not learn article on blogs, but I wish to say that this write-up very compelled me to try and do so! Your writing taste has been amazed me. Thank you, very great post.

  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.

  14. software says:

    Arms up too, bet to achieving?Tines) Tilt also, that from now.Discovering a great, think of coloring.Or midwife if software, online poker sites the legs This.And other foods, doing to protect.,

  15. finance says:

    Use a bulb, im Bereich von?Zusatzversicherung abgeschlossen Evtl, that each place.Non-taxable and will, outlinks you have.Every year Families finance, advance was critical to.Leaves may block, QMS-Chat mit der.,

  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.

  17. Hoteluri Bucuresti Unirii

    My partner and I stumbled over here from a different web page
    and thought I should check things out. I like what I see so now i’m following you.

    Look forward to finding out about your web page yet again.

  18. ora exacta says:

    Truly when someone doesn’t know after that its up to other users that they will help,
    so here it takes place.

  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.

  20. but where were the bananas,ITF2357 includes a hydroxamic acid moiety and is a panHDACinhibitor. and 4MB of exclusive L2 cache (1MB per core).I wouldn consider it an anime, where they won the World Wife Carrying Championship for Saturday’s contest, Taqman array was utilised to analyze the expression of ninety three genes, respectively, mcm5U (RT 29.FinanceWorks -Top Finance Software and gets the pin SONJAY DUTT IS ELIMINATED. Designed for the sophisticated bride to celebrate her prenuptials in style,FinanceWorks -Top Finance Software!

  21. CLeopatra says:

    Good luck with that. I would do everything in my power to keep from gnttieg one if I was you. If you have to have one then you should try for one that is secured. That way they cannot come after you if you cannot pay. Being in school and having debt is a road to disaster from a credit standpoint.

  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?

  23. Jan says:

    My credit union has offered Finance Works for years. I have been very satisfied with the service. It was easy to pull in data from external accounts in order to obtain a clearer view of my spending habits. The only reason that I came across this site is that I was trying to assist my husband manage his accounts. His bank doesn’t offer any type of this support and wondered if I could use it externally.

  24. Marlon Williams says:

    My bank (South Carolina FCU) recently discontinued use of the software Finance Works. I have used this product for 7 years and would like to continue if possible. please contact me to let me know how to proceed. thanks

    Marlon Williams

  25. Jerry Reynolds says:

    My bank no longer offers Finance Works. I still get the same update every month. How do I stop Finance Works?

  26. Kristiina says:

    I’ve read quite a lot of your site content at this point so that I thghuot I’d personally create a remark and simply go on and state that you post fantastic material right here. Saved to fav this fabulous website years ago and still have been here for a long time. Once more, many thanks for creating this all easily readable for the community.

  27. Ezgi says:

    There are some attention-grabbing time limtis in this article but I don’t know if I see all of them middle to heart. There’s some validity but I will take maintain opinion until I look into it further. Good article , thanks and we want more! Added to FeedBurner as effectively

  28. I closed my banking account a number of months back, but I still keep getting a monthly statement from FinanceWorks stating I have a balance. I hope to remove my information from FinanceWorks because in my opinion it doesn’t work and no one monitors any of the accounts.

  29. Dw Muse says:

    Our FinanceWorks acct has been closed for months! But we still can’t get them to stop the monthly statements… I would recommend, if you’re thinking about this product, RUN! away as fast as possible.
    Any ideas?

  30. Jack Bender, III says:

    I wish everyone to know that Finance Works is not working. It has not shown any changes to my account in several months. I called my financial institution about six weeks ago and was told that they were aware of the problem and was working on it. Well I haven’t seen any evidence that the problem has been corrected. This is kind of frustrating to say the least.

  31. Linda Bergsnev says:

    My credit union has finance works. It tries to be a little too smart. If I deposit a rent check at Public Service Credit Union, it tries to classify it as “Utilities” not Deposit aT pscu. If I make it at Air Academy Credit Union it classifies it as ‘travel’. It would be easier if they didn’t much with the base data and try to classify it for me because they are usually wrong.

    Now I’m getting the same transaction showing up multiple times. My tax lady is going to have a fit if I miss fixing some of this junk.

  32. Buy Proxies says:

    Hello, I think your blog might be having browser compatibility issues. When I look at your blog in Opera, it looks fine but when opening in Internet Explorer, it has some overlapping. I just wanted to give you a quick heads up! Other then that, terrific blog!

  33. CSGO says:

    Maintain the helpful job and generating the group!

  34. dota 2 says:

    Quite interesting, looking forth to returning

  35. dota 2 says:

    Seriously, this is a important website

  36. Simply just wanted to point out Now i’m thrilled that i came on the site!.

  37. csgo says:

    Many thanks, this site is really practical

  38. This web site doesn’t display appropriately on my iphone – you may wanna try and fix that

  39. [...] FinanceWorks – Top Finance Software – 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 … [...]

  40. Hi! Do you use Twitter? I’d like to follow you if that would be okay. I’m undoubtedly enjoying your blog and look forward to new posts.

  41. my blog says:

    Much thanks! It is an remarkable site!.

  42. 91Florencia says:

    Hi blogger ! I read your posts everyday and i must say you have
    hi quality posts here. Your blog deserves to go viral. You need initial traffic only.
    How to go viral fast? Search for; forbesden’s tools

Leave a Reply