FinanceWorks™ powered by Quicken®
Access this money management tool from inside CBTx Online Banking
FinanceWorks™ is the next generation of online financial management that combines the best of Quicken® with the best of CBTx Online Banking.
With FinanceWorks™, CBTx Online Banking customers can:
- Track Spending - see where your money is being spent to identify ways to control spending and save more money
- RealBalance™ - displays the available funds for an account based upon posted transactions and user-entered projected transactions
- Central Account Management - ability for you to manage all of your accounts in one place, regardless of which financial institution they are held at
- Bill Management - helps you manage your bills, regardless of payment method. FinanceWorks™ automatically creates a comprehensive bill list for you to pay your bills on time
- Budgeting - create a monthly budget and track against it
See what people are saying about FinanceWorks™:
- "I LOVE, LOVE, LOVE being able to see right away how much I'm overspending or saving each month. I'm getting a clearer picture of my spending habits."
- "This made it so easy to see our accounts...seeing where we are spending the little extras we don't need really will help us to save. Great product!!!"
- I am simply amazed. I love FinanceWorks™ already. It is so easy to work with...AWESOME!"
CBTx is happy to introduce another new money management tool to help our customers achieve their financial goals. Start using FinanceWorks™ today!
FinanceWorks™ is available for FREE to all CBTx Online Banking users.