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