Zeal Credit Union

Money Management

We have great news! Our new Money Management budgeting software is now available to members. To access the program you will simply log in to your Online Banking account, click Manage Money from the main menu, and then click on the Money Management link. If you had previously set up a FinanceWorks account, you will notice that you need to re-establish a few items. Once you have these items set to your liking, you will notice a much more appealing system.

What features will I have to set up in Money Management? 

  • Your login credentials from other institutions will need to be input again.
  • Any budgets, goals or alerts you had set up will need to be re-established.
  • Money Managment has a success rate of over 90% for correctly categorizing transactions, but if you require a specific transaction category you will need to re-establish it in Money Management.

What do I do if I need help? 

Money Management has a much better support system than FinanceWorks. Each tab on the menu bar has its own individual help page, plus you can contact a Money Management specialist directly for assistance. Click here to learn how to access the support features.

Money Management is an award winning budgeting platform that offers dynamic new features to our members, and we are excited to offer this new system to our members. If you would like to take a closer look at Money Management, click here for a complete overview.

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