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Personal Financial Management

Take Charge of Your Finances

Get organized and keep track of all your accounts and your spending with our personal financial management tool.

Personal Financial Management Tool: FinanceWorks™

Affinity helps you see where your money is going each month and identify opportunities to save with FinanceWorks™, a free personal financial management tool available through Online Banking.

Your Complete Financial Picture, All In One Place

FinanceWorks™ makes getting your finances organized simple and automatically categorizes your spending to give you a quick, easy-to-read snapshot of your finances.

  • See all your accounts in one place, all within Online Banking
    • All of your Affinity checking accounts, savings accounts, credit cards and loans
    • Accounts from more than 16,000 other financial institutions
  • Know where you’re spending
  • Set spending goals
  • Set alerts and reminders to help you pay bills on time and get updates about your accounts

You won’t have to remember any additional passwords, go to other websites or pay any fees to take control of your money: it’s all part of Affinity’s Online Banking.

Get started: log in to Online Banking and select Manage Money, then FinanceWorks on the top navigation.

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