FinanceWorks
FinanceWorks is an online financial management application developed by Digital Insight, the financial institution division of NCR Corporation,[1] and is offered to consumers through their bank or credit union website. FinanceWorks is similar to Mint.com; both are online financial programs owned by Intuit.[2] FinanceWorks allows consumers to manage financial accounts at multiple financial institutions from within their current bank or credit union's online banking site.
Awards
- Javelin Strategy & Research: "Best in class" for online financial management "[FinanceWorks] sets the standard for rivals to match.… One would expect an Intuit company to excel at providing user-friendly, practical personal finance management tools — and Digital Insight does not disappoint."[3]
- BankInnovation.net: "Best Technology" winner in BankInnovation Awards of 2009.[4]
Missing features
- FinanceWorks does not offer the ability to import transactions, create subcategories, pay bills, transfer money, or reconcile accounts.[5]
References
- http://www.digitalinsight.com/pdfs/NCRcompletesacquisitionofDigitalInsight.pdf
- http://bankinnovation.net/2013/04/intuit-confirms-it-will-have-its-cake-mint-and-eat-it-too-financeworks/
- "Personal Finance Management Beyond PFM Lite: How to Create the Next Generation of Consumer Money Management, A Vendor Comparison and Product Road Map". Javelin Strategy and Research. June 2009.
- http://www.bankinnovation.net/profiles/blogs/the-envelope-please
- "FinanceWorks FAQ What Doesn't Do".
- "NCR Acquires Digital Insight" (PDF).
- Fest, Glen (October 2008). "Intuit Launches FinanceWorks out of Pilot Phase". Bank Technology News. Archived from the original on 16 January 2013. Retrieved 4 January 2010.
- "Small Business FinanceWorks - Optimize your budget". CNNMoney.com. 29 October 2009. Retrieved 4 January 2010.
- Koegler, Scott (11 May 2009). "Mid-Market Hero: SAFE Credit Union Introduces Online Features To Compete With Big Banks Faced with growing demand from customers for online banking services, SAFE Credit Union turned to a familiar provider of consumer accounting applications to introduce big bank functionality without spending big bank bucks". InformationWeek. Retrieved 4 January 2010.
- "Intuit FinanceWorks FAQ".
- "FinanceWorks FAQ What Doesn't Do".
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