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| Access your complete financial picture anytime from any computer with FinanceWorksTM.
View information from all of your accounts at Ocean Bank as well as your accounts at 18,000 other
financial institutions and creditors. See where you’re spending your money, find ways to save,
and set spending goals to help you stay on budget. It’s free and available now to Ocean Bank
customers who are enrolled in Consumer Online Banking. |
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| Here are some features and benefits of FinanceWorksTM: |
| View All Your Accounts |
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See transactions and account history in one
on-screen snapshot |
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Add accounts from more than 18,000 other financial institutions and creditors |
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| See Where You Spend |
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FinanceWorksTM analyzes all your transactions and automatically divides them into
categories like rent, groceries or utilities |
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Click on any category for details like the total number of transactions, the total amounts
spent and a 4-month spending average |
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Create new categories to customize reports tailored to your specific spending habits |
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Separate business income and expenses from personal transactions to simplify
tax preparation |
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| Track Progress Toward Budget Goals |
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FinanceWorksTM automatically displays the top three spending categories with suggested
spending targets |
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Add more categories, edit spending limits and set up alerts to remind you if you are
close
to or have gone past a spending target |
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| Know Your Net Worth |
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Track your overall net worth using the information from all of your accounts that
have
been added |
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Enter information about items you own such as a car or home, investments and more |
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| Other Tools and Quick Links |
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Tax Watch - tracks tax deductible expenses |
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What’s Left - a cash flow management tool |
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Make Payments - a direct link into Online Bill Pay to schedule payments |
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To use FinanceWorksTM you must have an Ocean Bank account and be registered for
Consumer Online Banking. Click here to enroll. |
