Effective March 15, 2017, FinanceWorks will no longer be available from our website and you will no longer be able to access this service.
Unless you act before the service end date, your FinanceWorks transaction history will also be removed from the application servers. The following steps will guide you through how to save your data by exporting it into a file, which can be opened in a spreadsheet like Excel.
TO EXPORT TRANSACTION DATA:
1. Log into FinanceWorks - Click on the tab called “Transactions”
2. From the Transactions page, select “Custom Range” to capture all of your financial data. In the date bar click and drag the ends of the white bar to expand the date range.
3. After you’ve selected a comprehensive date range in your transaction history, click the “Download” button to save your data in a file (CSV format) to be kept for later use in a spreadsheet like Excel.
Our new budgeting tool will allow you to get a complete picture of your finances by bringing the information from all your accounts into our online budget tool. Our powerful software allows you to collect your account data from other financial institutions, credit cards, investment accounts, mortgage and insurance accounts into one place. Then, with all your information at your fingertips, our tools help you analyze your spending, track your investment portfolios, reach savings goals and take control of your finances.
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