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

Our branches will be closed on Thursday, November 23, in observance of Thanksgiving.   Click here to learn more.

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)