You can search for a transaction by category, date, amount or check number. But, perhaps, the most major innovation of this is that you can change the description or category of the transaction to match categories you have developed in Quicken, Quickbooks or Microsoft Money so downloading to these programs will be more flexible and efficient.
If you do not currently use one of these programs, you may want to take advantage of a new free service we currently offer called FinanceWorks. This free service allows you to manage your financial accounts across thousands of institutions all in one place. FinanceWorks combines the best of Quicken with the best of Online banking to provide you with a financial management hub.
Banking just got more convenient!
FinanceWorks combines the best of Quicken with the best of Online banking to provide you with a financial management hub. You can . . .
- Track Spending – allows you to see where money is being spent to identify ways to control spending and save more money
- Get Organized for Taxes – you can use the Tax Watch feature and link to TurboTax Online Banking to be prepared for taxes
- Central Account Management – allows you to manage all accounts in one place regardless of which financial institutions hold them
- Bill Management – helps you manage all your bills from NBM’s website, regardless of payment method. FinanceWorks automatically creates a comprehensive bill list to help you pay bills on time
- Budgeting – helps you create a monthly budget and track against it
- Real Balance – displays available funds for an account based on posted transactions and user-entered projected transactions
To learn more about FinanceWorks or to enroll simply click on the green button in the FinanceWorks box.