FinanceWorks™ is a free & convenient financial tracking application (powered by Quicken®) inside Online Banking that will help you track your spending. It allows you to view your Vantage West accounts (as well as your other financial institution accounts) all-in-one place. FinanceWorks provides a snapshot of your overall financial picture — breaking down your expenditures into categories — so you can see where your money goes. It tracks the money you earn, spend, and save. It shows a pie chart with a summary of your transactions for the past 30 days. It even shows trends and projections!
The best part? It’s free with Online Banking.
- Log in to Online Banking.
- Locate the “View My Spending” category (near the bottom of the page), and click the “Get Started” link.
NOTE: If you’ve already started the FinanceWorks setup process, click the “Go to FinanceWorks” link instead.
- Follow the prompts to setup & access your tracking tools.