Evansville Federal Credit Union
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Finance Works Help

Q: What can I do with Finance Works?
 Once you get to the Home page, we encourage you to add as many of your accounts as you can. This will give you a better idea of your whole financial picture. Just type in the institution's name under Accounts to start adding your accounts.  Then you can:

  • See if you live within your means.
  • Understand your spending habits.
  • Train us to categorize your way.
  • Set up a budget. Click the Goals tab and set goals for the categories you want to watch.
  • Never forget a bill payment. Set up alerts to remind you of upcoming bills.
  • Avoid being overdrawn. View your balance, transactions not yet cleared, and upcoming bills to know what you can spend (or save) before your next payday.
  • Prepare for tax time with Tax Watch.
  • If you have a business, stay on top of its income and expenses.

Q: How do I sign up?
A: You don't have to sign up - Finance Works is available to all EFCU e-Banking members.  Just login to your e-Banking Account and click on the Finance Works tab.  If you don't have an e-Banking account, click here for an application.

Q: How do I update and get my latest transactions?
A: Every day, we get the transactions that your financial institution made available the night before. But occasionally, an account won't update for a variety of reasons. Just click on the Refresh button to get the most recent account information.

Q:  How can I see if there are any newer transactions?
A:  We typically get transactions made available the night before. Sometimes your financial institution will make newer transactions available later in the day. To see if there are any late-breaking transactions from an account, you can click Refresh. 

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