Personal FinanceWorks

Get your complete financial picture in one place. FinanceWorks^TM, powered by Quicken® is a free service available within online banking.

• See all your accounts in one place
• Categorize transactions to track spending
• Set budget goals to monitor progress
• Reminders notify you about upcoming bills
• Help minimize overdrafts with a spending outlook

Union Bank & Trust is offering this financial management solution to provide our customers with an easy way to budget, gain control over their spending and save more money during these economic times.

Here is a screenshot:

Take control of your finances...get started today!

FinanceWorks is available from within our online banking services.  If you're a current user of online banking, just login and click on one of the FinanceWorks links and you'll be on your way.

Not using Online Banking? 

To enroll you will be asked to do the following:

1. Create a password
2. You may, enter Alternate Validation Information to help if you forget your password
3. Answer three identity verification questions
4. Agree to the Disclosure
5. Submit - the system will send you an email once the submission goes through
6. Wait for notification from Customer Service Center before you sign on.

Learn more about our security features, and how to protect yourself from fraud.

Does Union Bank & Trust support my browser?

• Test Your Browser
• Having trouble testing?