Get the big picture so you can set goals and make better decisions.

Details
  • FinanceWorks™ software powered by Quicken®
  • Available for free through eHCCU online banking
  • Connect to over 18,000 financial institutions and creditors
  • Checking, savings, loans and credit cards: see them all here with just one login
  • Know where you are spending your money
  • Automatically categorizes your transactions from your accounts, allowing you to easily:
    • Control spending
    • Stay on budget
    • Save more
  • Ensure bills are paid on time
  • Manage all bills in one place, regardless of how you pay them
  • Schedule email reminders to avoid missed payments and late fees
  • Manage your cash flow
  • Projected cash flow tells you how much you have available to spend (or save) until your next paycheck 

To Get Started

To use FinanceWorks, you must have access to eHCCU online banking. To sign up for online access, please call our Contact Center at 916.364.1700 or 800.233.6328.

  1. If you already have access to eHCCU online banking, simply login using your Heritage account number and your password.
  2. From the "Manage Money" screen, click on "FinanceWorks" in the navigation bar.
  3. From this screen, you can view a demo of the product or simply register to get started.