FAQ - FinanceWorks Questions

  1. FinanceWorks’ account aggregation capabilities are powered by Intuit’s Customer Central service, which also powers aggregation for Quicken, QuickBooks, and Mint.com.

  2. You can choose these account types from most financial institutions: Checking, CD, Money Market, Savings, Credit Card, Mortgage, Loan, Line of Credit, Taxable Investment or Tax-deferred Investment. The only accounts not allowed in FinanceWorks itself are tiered commercial loans or general ledger accounts.