Your Internet Browser appears to be out of date! For optimal viewing and security, we recommend that you upgrade your browser

FinanceWorks FAQ

I've used this program before. What's new?
Can you help me add my Bank of America account?
I've never used this program before
How do I refresh my transactions to get the latest?
How can I see all my financial accounts here?
How do I download my transactions to a file on my computer?
How do my transactions get categorized?
How can I tell if I'm living within my means?
How do I split transactions?
How do I add my own categories?
How do I prevent my credit card charges from being double-counted?
What if I get duplicates of some transactions?
How do I put my transactions in check number order?
How do I set up my goals and budget?
How do I prepare for my taxes?
How do I edit, delete, or add upcoming transactions?
How do I set up alerts and reminders?
How do I add my paycheck?
What if I get irregular paychecks, split them into two accounts, or work two jobs?
What if an overdraft is predicted?
How do I change my What's Left account?
What if my financial institution includes pending transactions in the balance?
How do I categorize business transactions?
How do I see trends in my business and make a report?
What if I change my password at one of my outside financial institutions?
What should I do if I keep getting a Next Steps page?
Why are my payee names cut off, or why do I get generic payee names like CHECK?
What if I can't install Adobe Flash Player?
Troubleshooting a problem with adding an account (Error 101 Add or 101 Connect)
Troubleshooting a problem with adding an account (Error 102)

Account History Page FAQ

What is the Account History Page?
What's on the Account History Page?
Where can I access the Account History Page?
How do I create or change nicknames for my accounts?
How can I export my transactions?
Can I copy and paste transactions into a spreadsheet?
Can I do a browser search on the History Page?
How do I select a different account?
Where do I find my transactions?
How do I narrow my search for transactions?
How can I change the date range and make it my default?
How do I change the sort order and make it my default?
Where can I find my check images?
Why can't I see my check images?
How do I print my transactions?
How do I print my checks?
How can I make a one-time transfer using Move Money?
How do I make a loan payment using Move Money?
How do I make other transfers?
How long does it take for transfers to display?
How do I use the Rewards program offers?
How do I use the Rewards program summary page?
Where can I find an account's details?

Home Page FAQ

What is the Home Page?
What's on the Home Page?
Can I copy and paste transactions into a spreadsheet?
Can I do a browser search on the Home Page?
Where can I check my account balances?
Where can I find when my CD or Certificate Account matures?
Where can I find my transactions?
How do I hide or show my accounts?
How can I make a one-time transfer using Move Money?
How do I make a loan payment using Move Money?
How long does it take for transfers to display?
How do I add outside accounts?
How do I pay my bills?
Why did I get a payment reminder for a bill I already paid using Make a Payment?
How do I use the Rewards program offers?
How do I use the Rewards program summary page?
Where can I check my spending?
Why are some transactions on My Accounts list not in the spending chart?
Where can I find my detailed account history?
Where can I find my full account number?
Where can I see my check images?
How do I print my transactions and check images?
How do I create or change nicknames for my accounts?
How do I change the order of my accounts?
How can I view another account without logging out?
How do I make other transfers?
How do I change the default PDF viewer in my browser?
How do I change the default PDF viewer for Mac?
How do I change the default PDF viewer for Windows?