How much money do you spend each week? How can you save more money for the future? Tracking your finances is easier with Truliant’s free Direct Connect and FinanceWorksTM online tools. You'll see exactly how you use your money, so you can make adjustments to your spending and saving in order to reach more of your financial goals.
Direct Connect Organizes Your Personal Finances
- You won't have to worry about manual data entry because Direct Connect pulls in your financial activity from your Truliant account
- Categorize your activity easily with complete transaction data and balance information
- Syncs with supported versions of Quicken® or QuickBooks® software to eliminate searching for files, so you can create a more complete picture of your financial standing
- To register, log into online banking, choose the Additonal Services tab, then choose Direct Connect for Quicken and QuickBooks or you may contact us at 800.822.0382 to register for Direct Connect for free, and find better ways to manage your money and grow your savings.
FinanceWorksTM Tracks Your Financial Accounts and Activities
- Connect to more than 5,000 financial institutions and creditors to see all of your savings tied to checking, savings, loans and credit cards
- Project your cash flow to see how much you'll have to spend or save before your next check in order to make better financial decisions
- Use this tool to track your spending closely so you can stay on budget
- Manage all of your bills in one place and schedule email reminders to avoid missed payments and late fees
- Business owners can separate personal accounts from business activity to simplify your records at tax time
- Login to your Online Banking account and click on the “Manage Money” tab to start using FinanceWorksTM
Ready to Enroll?
Enroll in FinanceWorksTM by logging in to Online Banking and clicking the “Manage Money” tab. Select "Trends" and accept the FinanceWorksTM disclosure to begin using this service today.
When you’re striving to reach your goals, Truliant helps you achieve them as your financial partner. Manage your personal finances easier with Direct Connect and FinanceWorksTM to save time and money. Truliant is committed to providing the products and services members need to strengthen their finances and improve their lives.