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FinanceWorks

FinanceWorksTM

FinanceWorks

Are you ready to take control of your finances? In this economy, it is more important than ever to be on top of your spending and in tune with your finances. With FinanceWorksTM, you can do just that! FinanceWorksTM is a FREE tool available through ehccu-online banking and powered by Quicken, that helps you connect to over 18,000 financial institutions and creditors so you can view all of your financial accounts in one place! Then by having all of your account information accessible to you under one secure login, FinanceWorksTM analyzes your spending, helps you build a budget, set spending goals, track bills, estimate your net worth, and much more!

How Do I Get Started?

  • To use FinanceWorks, you must have access to ehccu-online banking. To sign up for online access, please contact our Call Center at 916.364.1700 or 800.233.6328.
  • If you already have access to ehccu-online banking, simply login using your Heritage account number and your password.
  • From the "Account Access" screen, click on "FinanceWorks" in the top navigation bar.
  • In this screen, you can view a demo of the product or simply register to get started.

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