Access all your financial information in one place, anytime and anywhere with FinanceWorks™.
FinanceWorks from TotalBank is a powerful “best in class”* online tool, which can link your accounts – your checking, savings, mortgage, personal loans, credit cards and more – and combine them for you into one secure, easy-to-read program!
- Manage your accounts from TotalBank and other financial institutions from one location. You can get the data you need because FinanceWorks has access to more than 16,000 financial institutions. Simplify money management and make better financial decisions.
FinanceWorks doesn’t just list your account balances – it does so much more!
- Know where and how you are spending your money
- Categorize your spending
- Set spending limits to keep on track with your budget
- Set up alerts & reminders
- Automatically track your tax-deductible spending
FinanceWorks helps you take control of your money. Click here to learn more about it.
My TurboTax makes it easier for you to prepare your taxes. You can easily and securely import your TotalBank account data directly into your tax return, save time and ensure accuracy.
TurboTax offers you the security of double checking the accuracy of your work every step of the way.
- Faster with fewer mistakes – Secure data transfer means you spend less time entering the data and fewer mistakes.
- Fast tax refunds – Easy direct deposit to your TotalBank account gets you your refund in the fastest way possible.
For more information regarding My TurboTax sign into TotalBank Online Banking and click the My TurboTax link.
Direct Connect with Quicken® Software or QuickBooks®
Link up with Direct Connect today. Giving you the flexibility and control you want. Direct Connect features a one-step update - fastest and easiest way for you to connect with TotalBank.
- Have a direct connection with your Quicken or QuickBooks program.
- Access your account information, pay bills, transfer money and send other instructions to your Online Banking account from your Quicken or QuickBooks.
*Named “Best in Class” by Javelin Strategy and Research, June 2009.
FinanceWorks, TurboTax, Quicken and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.