|Tuesday, March 6, 2018|
On Tuesday, March 13, Seven Seventeen’s FinanceWorks personal financial management tool within NetWorth24 Online Banking will convert to Money Management. This new, more user-friendly system is a powerful tool to help you control your finances. It is provided to you at no cost as a Seven Seventeen Member-Owner. If you are currently using FinanceWorks, please note the following:
First, your access to Money Management will change slightly. While you currently access FinanceWorks from the Home Page as well as the “Manage Money” tab within NetWorth24 Online Banking, Money Management can be accessed from only the “Manage Money” tab in NetWorth24 Online Banking.
Additionally, most of your account information will be migrated to Money Management, including account types and balances. However, some information will not be transferred for security purposes. Other information, such as alerts and account nicknames, will need to be updated within the system to reflect your preferences. A detailed list of those items that will not migrate or that will need updated once the conversion takes place can be found here.
Finally, we are excited to unveil some new and updated features that will help you control your finances even better, including debt payoff forecasting, detailed net worth analysis and tracking, a cash flow calendar and much more!
For your convenience, we have created a detailed reference sheet listing all changes, which you can view here. We have also created a Troubleshooting Tip Sheet, which you can view here. A Money Management User Guide is also available for your reference here.