Clearview Federal Credit Union - Services

Services

FinanceWorks: Your Complete Financial Picture, all in One Place!

FinanceWorks^TM,powered by Quicken, is a powerful budgeting tool that shows your complete financial picture, all in one place. You can view information on all of your accounts, whether they are at Clearview or not! Data from accounts at over 16,000 financial institutions is imported automatically. You will no longer have to log into separate sites or remember all those passwords.

FinanceWorks also automatically categorizes your expenses, so you can easily track your spending. It also forecasts your future balance, based on upcoming bills and future income.

You can set alerts within FinanceWorks to update you on large deposits or withdrawals, proximity to spending goals, upcoming bills and much more!

If you make charitable contributions, or have other tax-deductible expenses, FinanceWorks will automatically keep track of them, making your life a little easier during tax season.

FinanceWorks is available to you free through Clearview’s Online Banking. If you do not already have Online Banking, please call us at 1-800-926-0003, option 7, or email support@clearviewfcu.org to enroll.