Learn how budgeting is made simple with FinanceWorks inside of Online Banking.

We all know budgeting is important, but making one can feel like an overwhelming task. With so many expenses and bills, where are you to start? Not to mention all the receipts you need to keep track of. Making a budget is an integral part of money management, and once you have a plan, each month can work like clockwork. But how do you start? It’s easy when you use FinanceWorks.  

The Secret to a Simple Budget

August 10, 2017

Learn how FinanceWorks can help make budgeting a breeze!

We all know budgeting is important, but making one can feel like an overwhelming task. With so many expenses and bills, where are you to start? Not to mention all the receipts you need to keep track of. Making a budget is an integral part of money management, and once you have a plan, each month can work like clockwork. But how do you start? It’s easy when you use FinanceWorks.

FinanceWorks is a free budgeting tool inside Online Banking. Forget tracking your budget on paper or in an Excel sheet; with FinanceWorks your budget is 100% online. You can find the widget for FinanceWorks at the bottom right of your Online Banking home page.

Why is FinanceWorks so great for budgeting? It’s completely customizable and gives you the power to set goals, track your income and spending, view all accounts in one place and more! Below are just a few examples of the power of FinanceWorks and how it makes budgeting simple and easy.

Monthly Overview and BreakdownSee how much money you spend each month and track where it goes.

See all of your accounts in one easy to view snapshot.




Track ALL Accounts, Even Those Outside of Redstone







Pick from 36 categories or create your own.



Automatically Categorize Spending and Income—Edit or Add Categories Anytime


Compare Spending Between Specific DatesCompare your spending from month to month or during a specific time frame.


Input your paycheck information and bills to always stay on top of your finances.
Calculate How Much You Have Until Your Next Paycheck


Set Budget Goals and Edit AnytimeCreate budgets for an array of spending categories and set personal goals.


Set Up Alerts to Stay on TrackNever be caught off guard again when you set account alerts!

 

FinanceWorks can do all of the things above and more. If you want to see all of the tools and tricks inside FinanceWorks, check out this demo. With such a powerful tool at your fingertips, you can make your budget in no time and stay on-track! Before you know it, you’ll be a budget master.

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Equal Housing LenderThis credit union is federally insured by the National Credit Union Administration.

Redstone is an Equal Credit Opportunity Lender.

This content is provided for informational and educational purposes only and considered accurate as of the date posted. Views and opinions expressed in comments do not constitute an official endorsement by Redstone Federal Credit Union® or its affiliates. Redstone encourages you to seek professional advice for your personal situation before making any financial decision and is happy to assist you at any of our branch locations.

Must be RFCU® member to obtain or use any product or service. Must open a share savings account to join RFCU. A $5 minimum balance is required to open a share savings account and must be maintained in the share savings account at all times. Age and other restrictions may apply.

Must have checking account, online banking, and PIN/password to participate in FinanceWorks. Must not have caused RFCU a loss in order to be eligible to open a checking account. Minimum opening deposits, average monthly balances, and monthly checking maintenance fees apply to the checking accounts. The deposit and balance amounts and the checking maintenance fees vary per checking account type. Please contact the Credit Union for more information about these amounts and fees. Restrictions apply. Other restrictions may apply.

The information for some of the seminars may be provided by Balance or another third party.  Any information provided by Balance is the property of the Balance Financial Fitness Program.  The Balance Financial Fitness Program is offered to RFCU® members through a partnership between RFCU and Balance.  RFCU does not warrant, guarantee, or insure any information, products, or services offered by or through Balance or any third party. RFCU, Balance, and third parties are separate entities.