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Anyone use Finance Works with DCU or some other institution?

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Anonymous
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Anyone use Finance Works with DCU or some other institution?

I'm planning to split some of my financial stuff between my local CU and DCU where DH has a car loan. I've thought that the DCU website is a little clunky looking and the Finance Works part of it in particular. But I've now looked into what it does and it looks like it could be handy. Though it also it looks like it'll be a pain to load all accounts into it to start, so I don't want to do it and find out it wasn't worth it. It's powered by Quicken, who also does/did stand behind Mint. 

 

Anyone? 

Message 1 of 3
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9CLINE
Valued Contributor

Re: Anyone use Finance Works with DCU or some other institution?

I use it w/ Truliant Federal Credit Union,, as u stated it has nice little quirks about it that I like. For 1 it's in with my actual bank instead of 3rd party. Secondly like having the combinations of all accounts in one happy to place to monitor, use, or move between.
It was actually pretty easy to me to get going..also like seeing where money is going and budgetting...It won't be for everyone but I feel comfortable w/ it.
Good Luck with it .....

Message 2 of 3
Anonymous
Not applicable

Re: Anyone use Finance Works with DCU or some other institution?

My credit union (Connex) has this. Its a newer acct so I haven't tried it yet. Interesting though. I'll definitely take a look
Message 3 of 3
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