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Personal FinanceWorks

Get your complete financial picture in one place. FinanceWorks™, powered by Quicken® is a free online budgeting service provided by Union.

Connect to over 19,000 financial institutions

Checking, savings, loans and credit cards ... you can see them all here with just one login.

Know where you are spending your money

FinanceWorks automatically categorizes your transactions from your accounts so you can control spending more easily, stay on budget, and save more.

Ensure bills are paid on time

With FinanceWorks, you can manage bills all in one place, regardless of how you pay them, and schedule email reminders to avoid missed payments and late fees.

Manage your cash flow

Projected cash flow tells you how much you have available to spend (or save) until your next paycheck.

Union 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.

Personal FinanceWorks
What Customers Are Saying

"WOW - this is so user friendly. It's much easier to categorize expenses, (read more...)

"I had no idea managing my finances could be so easy. To see all of my accounts (read more...)

"You can balance your check book so easy this way and then see what you really have (read more...)

"I am simply amazed. I love FinanceWorks already. It is so easy to work with. (read more...)

Tips to make the most of FinanceWorks

  • Be sure to add all credit accounts and change the name of the categories to fit your preferences.
  • Incorporate Bill Pay and Bill Pay Reminders to ensure FinanceWorks is your single sign on solution.
  • Since FinanceWorks counts credit card purchases as expenses, be sure to categorize payments to credit cards as "Transfer Out" to exclude that expense and keep FinanceWorks from doubling that expense.

Union Bank & Trust
Mailing Address:
P.O. Box 940
Ruther Glen, VA 22546