FinanceWorks powered by Quicken is the newest banking program available for our customers through our website. The best news is that it is FREE! FinanceWorks is an interactive program which will allow you to track your expenditures and see where your dollars are going.
It is a unique budgeting tool that will show you how to build a budget based on the payments you make each month and help you stick to your budget by breaking down your expenditures. FinanceWorks is easy to use and has many features to help get control of your finances:
- Shows the user’s accounts held at Martinsburg Bank and Trust with the ability to add accounts from more than 5,000 + other financial institutions and creditors to provide a complete financial picture of the user.
- Allows users to view their projected balance at any point in time over a designated period based on upcoming bills and pending paycheck deposits.
- Shows a quick chart of where users are spending their money based on auto categorizations of transactions with the ability to drill down to see more detail on the Trends page.
- Allows users to quickly see their progress against their budget goals and set up alerts to be reminded if they are close to or have gone past their spending targets.
- Provides a heads up on bills due in the upcoming week by automatically detecting recurring bills from past transactions. Users can set up email alerts to be reminded that a bill is due.
- Allows users to track business income and expenses in their personal accounts and simplify tax time.
Take a tour of this new FREE program by logging in at www.martinsburgbank.com and sign in for internet banking. FinanceWorks is easy to use and the tour will help you get started. Have questions, give us a call or email your question to lorrym@martinsburgbank.com.
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