Introducing Money Management
Climb to new heights with the Pittsford FCU Money Management financial management tool. Visualize and interact with your money in the most epic ways. View all your accounts and transactions in a single location. Bubble Budgets that move with you. Learn where and how you spend. Receive timely alerts and notifications.
Benefits over FinanceWorks
- More reliable account aggregation
- Improved categorization
- Ability to create subcategories
- Better visualization of your budgets
- Debt pay down calculators
- All existing accounts will be transferred over.
- For security purposes, you will need to re-enter your login credentials for external accounts.
- Up to 18 months of history will be transferred.
- If you use custom categories and split transactions, we recommend exporting your data from FinanceWorks before March 20th. See instructions below.
Instructions for exporting your data from FinanceWorks
- Log into your account.
- Select Account Overview from the Manage Money dropdown menu.
- Click on the account you wish to export.
- Modify the date range being displayed using the date range selection tool.
- Click the download button.
- Choose where you would like to save the data and save the file to you computer.
- Repeat steps 3-6 for each account you wish to export.