Do You Know Where Your Money Is Going?
We Can Help!
FinanceWorks is an amazing tool that is available when you log into eBranch Online Banking. It provides you with a single place where you can see activity and balances for your accounts from CCU and other financial institutions, safely and securely, with just ONE login and password. This is a FREE member service. Learn more by viewing the demo.
It only takes a few minutes to set up. Simply log on to your eBranch Online Banking and follow the prompts to register. FinanceWorks is located directly below the “My Accounts” section on the left side.
Once registered, you will see your income (deposits) and expenses and a summary of how well you're doing at living within your means. Expenses are categorized so you can see where you are spending your money. Most of the work is done for you, but you can personally categorize your expenses as well. You can set budget goals for categories to help you stay on track. Charts and graphs make it easy to see the big picture and spot trends. Easily find and total your charitable contributions at tax time!*
For future log ons, all you will need to do is log in to eBranch Online Banking to see all the accounts you've requested to view together in one convenient location.
FinanceWorks securely stores 18 months of information (provided the account has been open that long).
Business users can select a "Business" option to access special tax reporting.
Tax Watch option lets you see charitable donations and similar potential tax deductions at a glance.*
You can add in assets, such as your home or your automobile, to see a Net Worth summary.
You can set up alerts to remind you when payments are due and receive a weekly account and asset summary via email.
You can unsubscribe at any time.
*To display, expenses should be categorized appropriately as Charitable Donations, Child Care, Dependent Care, etc.
For Additional Assistance:
Please contact a Member Service Representative at 321.690.2328 (outside Brevard, 1.800.690.2338) or send an email to firstname.lastname@example.org. For your security, DO NOT send account numbers or other private information using this general email address. Private, unpublished personal information should ONLY be sent through Secure Email, which is available within the Mobile App and eBranch Online Banking.