Personal Financial Management

Taking control of your finances has never been easier!

NEFCUOnline is compatible with a variety of tools to help you manage your finances including Quicken® Web Connect, Quicken® Direct Connect, and FinanceWorks™ powered by Quicken®.

Some of the benefits of using a PFM include the ability to:

  • See exactly where your money is going by categorizing expenses
  • Create, and stay, on a budget
  • Set goals to get out of debt and stay out of debt
  • Plan for retirement
  • Ensure bills are paid on time
  • Avoid being overdrawn
  • Stay on top of your day-to-day finances
  • Easily uncover any unusual account activity
  • Simplify taxes with TurboTax

Do you REALLY know how much you spend on gas, groceries, shopping, and eating out each month? Get your complete financial picture from FinanceWorks.

FinanceWorks is an easy to use tool designed to help you manage your everyday finances all from within NEFCUOnline. You’ll be able to pull information from more than 19,000 financial institutions and creditors. Every dollar you earn, spend, save, or invest is tracked and analyzed. FinanceWorks will categorize your spending habits, set budget goals, prepare for your taxes, and let you know how much money you have left to spend after you pay your bills.

Image of the FinanceWorks Software Interface

Get Started

You don’t need to download or install any special software. FinanceWorks is accessible directly through NEFCUOnline. Just login with your member number and password, click on "Manage Money" and then select "FinanceWorks".

Once you get to the homepage, add as many of your bank accounts as you can to get the most accurate information regarding your finances. Just select “Add” from the Accounts list to begin. For more information about using FinanceWorks, please refer to these Frequently Asked Questions.

If you have a question or have run into an issue using a personal financial manager, please use this section for answers and solutions. If you don’t find your answer here, please contact us directly with questions about FinanceWorks. Otherwise please contact the maker of your PFM software for additional information and support. You will find links to major PFM providers under Resources.


For more information about using FinanceWorks, please refer to these Frequently Asked Questions.

If you need additional information and support, please refer to the following websites:



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